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 | $66,564 | $157,296-57.7% | $141,191-52.9% | $152,897-56.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 27.13% | 64.34%-37.2pp | 71.41%-44.3pp | 345.43%-318.3pp |
| Employer contribution / active EE | $1,027 | $5,262-80.5% | $4,736-78.3% | $4,764-78.4% |
| Participant deferral / active EE | $2,605 | $7,111-63.4% | $6,710-61.2% | $5,851-55.5% |
| Admin fee / account holder | $2,742 | $12,125-77.4% | $10,264-73.3% | $11,599-76.4% |