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 | $62,589 | $111,830-44.0% | $93,696-33.2% | $145,884-57.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 17.80% | 204.08%-186.3pp | 133.74%-115.9pp | 551.85%-534.0pp |
| Employer contribution / active EE | $936 | $3,093-69.7% | $2,422-61.3% | $4,662-79.9% |
| Participant deferral / active EE | $1,782 | $4,920-63.8% | $4,417-59.7% | $6,690-73.4% |
| Admin fee / account holder | $997 | $10,249-90.3% | $8,287-88.0% | $13,392-92.6% |