Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $52,128 | $88,137-40.9% | $164,975-68.4% | $74,429-30.0% |
| Participation rate | 58.1% | 73.1%-15.0pp | 78.6%-20.5pp | 67.2%-9.1pp |
| Annual return | 20.56% | 17.13%+3.4pp | 70.12%-49.6pp | 1368.38%-1347.8pp |
| Employer contribution / active EE | $2,586 | $2,597-0.4% | $4,343-40.5% | $2,625-1.5% |
| Participant deferral / active EE | $5,570 | $4,501+23.8% | $6,033-7.7% | $4,348+28.1% |
| Admin fee / account holder | $10,761 | $2,231+382.2% | $12,688-15.2% | $1,944+453.5% |