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 | $65,447 | $157,304-58.4% | $141,197-53.6% | $152,909-57.2% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 25.22% | 64.34%-39.1pp | 71.41%-46.2pp | 345.46%-320.2pp |
| Employer contribution / active EE | $2,975 | $5,263-43.5% | $4,736-37.2% | $4,764-37.6% |
| Participant deferral / active EE | $6,984 | $7,111-1.8% | $6,710+4.1% | $5,851+19.4% |
| Admin fee / account holder | $478 | $12,126-96.1% | $10,265-95.3% | $11,601-95.9% |