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 | $57,404 | $160,040-64.1% | $147,096-61.0% | $145,877-60.6% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 10.72% | 98.49%-87.8pp | 419.75%-409.0pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,372 | $5,289-74.1% | $4,936-72.2% | $4,663-70.6% |
| Participant deferral / active EE | $5,101 | $8,429-39.5% | $8,071-36.8% | $6,691-23.8% |
| Admin fee / account holder | $3,520 | $15,050-76.6% | $13,005-72.9% | $13,402-73.7% |