Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $50,914 | $117,895-56.8% | $102,460-50.3% | $145,897-65.1% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 10.48% | 31.92%-21.4pp | 29.47%-19.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $1,668 | $3,619-53.9% | $3,025-44.9% | $4,663-64.2% |
| Participant deferral / active EE | $3,141 | $5,736-45.3% | $5,056-37.9% | $6,689-53.1% |
| Admin fee / account holder | $1,734 | $13,353-87.0% | $9,460-81.7% | $13,390-87.0% |