Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $82,514 | $110,410-25.3% | $102,437-19.4% | $145,897-43.4% |
| Participation rate | 43.8% | 77.9%-34.2pp | 74.5%-30.8pp | 80.3%-36.6pp |
| Annual return | 12.88% | 24.85%-12.0pp | 24.95%-12.1pp | 552.29%-539.4pp |
| Employer contribution / active EE | $1,566 | $4,217-62.9% | $3,871-59.6% | $4,663-66.4% |
| Participant deferral / active EE | $4,247 | $5,622-24.4% | $5,060-16.1% | $6,689-36.5% |
| Admin fee / account holder | $891 | $9,745-90.9% | $8,388-89.4% | $13,390-93.3% |