Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $70,254 | $239,571-70.7% | $183,328-61.7% | $137,256-48.8% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 80.0%-30.0pp |
| Annual return | 77.74% | 35.69%+42.1pp | 29.67%+48.1pp | 220.34%-142.6pp |
| Employer contribution / active EE | $4,117 | $6,148-33.0% | $5,055-18.6% | $4,156-1.0% |
| Participant deferral / active EE | $7,390 | $7,995-7.6% | $6,795+8.8% | $6,407+15.3% |
| Admin fee / account holder | $8,253 | $30,059-72.5% | $21,427-61.5% | $12,270-32.7% |