Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $57,221 | $110,379-48.2% | $102,412-44.1% | $145,884-60.8% |
| Participation rate | 59.1% | 77.9%-18.8pp | 74.5%-15.4pp | 80.3%-21.2pp |
| Annual return | 12.25% | 24.84%-12.6pp | 24.94%-12.7pp | 551.85%-539.6pp |
| Employer contribution / active EE | $1,673 | $4,216-60.3% | $3,870-56.8% | $4,662-64.1% |
| Participant deferral / active EE | $1,880 | $5,622-66.6% | $5,060-62.9% | $6,690-71.9% |
| Admin fee / account holder | $3,273 | $9,745-66.4% | $8,388-61.0% | $13,392-75.6% |