Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,544 | $111,878-61.1% | $93,727-53.5% | $145,897-70.2% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.2pp |
| Annual return | 18.25% | 204.28%-186.0pp | 133.83%-115.6pp | 552.29%-534.0pp |
| Employer contribution / active EE | $1,174 | $3,092-62.0% | $2,421-51.5% | $4,663-74.8% |
| Participant deferral / active EE | $2,617 | $4,920-46.8% | $4,417-40.8% | $6,689-60.9% |
| Admin fee / account holder | $614 | $10,256-94.0% | $8,292-92.6% | $13,390-95.4% |