Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $51,604 | $125,190-58.8% | $105,624-51.1% | $145,897-64.6% |
| Participation rate | 41.7% | 77.6%-36.0pp | 75.3%-33.6pp | 80.3%-38.6pp |
| Annual return | 9.15% | 225.22%-216.1pp | 116.20%-107.1pp | 552.29%-543.1pp |
| Employer contribution / active EE | $1,743 | $3,720-53.1% | $3,168-45.0% | $4,663-62.6% |
| Participant deferral / active EE | $4,271 | $5,716-25.3% | $5,013-14.8% | $6,689-36.2% |
| Admin fee / account holder | $5,316 | $17,138-69.0% | $10,961-51.5% | $13,390-60.3% |