Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $66,298 | $148,582-55.4% | $135,942-51.2% | $139,456-52.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 15.68% | 79.26%-63.6pp | 68.28%-52.6pp | 373.45%-357.8pp |
| Employer contribution / active EE | $2,000 | $5,245-61.9% | $4,858-58.8% | $4,753-57.9% |
| Participant deferral / active EE | $7,800 | $8,101-3.7% | $7,759+0.5% | $6,711+16.2% |
| Admin fee / account holder | $796 | $12,402-93.6% | $10,764-92.6% | $11,407-93.0% |