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 | $56,200 | $148,629-62.2% | $135,982-58.7% | $139,487-59.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 12.88% | 79.33%-66.5pp | 68.32%-55.4pp | 373.84%-361.0pp |
| Employer contribution / active EE | $1,267 | $5,247-75.9% | $4,859-73.9% | $4,755-73.4% |
| Participant deferral / active EE | $3,750 | $8,102-53.7% | $7,760-51.7% | $6,713-44.1% |
| Admin fee / account holder | $33,898 | $12,406+173.2% | $10,767+214.8% | $11,407+197.2% |