Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $66,632 | $166,089-59.9% | $164,928-59.6% | $145,978-54.4% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.6%-15.0pp | 80.3%-16.7pp |
| Annual return | 10.52% | 100.26%-89.7pp | 70.08%-59.6pp | 550.52%-540.0pp |
| Employer contribution / active EE | $1,915 | $5,276-63.7% | $4,343-55.9% | $4,662-58.9% |
| Participant deferral / active EE | $5,851 | $6,961-15.9% | $6,034-3.0% | $6,690-12.5% |
| Admin fee / account holder | $20,052 | $16,641+20.5% | $12,684+58.1% | $13,400+49.6% |