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 | $61,424 | $108,882-43.6% | $96,754-36.5% | $154,746-60.3% |
| Participation rate | 36.8% | 75.1%-38.2pp | 70.3%-33.4pp | 80.7%-43.9pp |
| Annual return | 10.90% | 98.39%-87.5pp | 82.04%-71.1pp | 172.34%-161.4pp |
| Employer contribution / active EE | $1,291 | $3,018-57.2% | $2,679-51.8% | $4,379-70.5% |
| Participant deferral / active EE | $5,924 | $5,323+11.3% | $4,758+24.5% | $6,730-12.0% |
| Admin fee / account holder | $2,277 | $10,200-77.7% | $8,905-74.4% | $14,365-84.1% |