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 | $73,466 | $157,304-53.3% | $141,197-48.0% | $152,909-52.0% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 17.68% | 64.34%-46.7pp | 71.41%-53.7pp | 345.46%-327.8pp |
| Employer contribution / active EE | $2,098 | $5,263-60.1% | $4,736-55.7% | $4,764-56.0% |
| Participant deferral / active EE | $5,888 | $7,111-17.2% | $6,710-12.3% | $5,851+0.6% |
| Admin fee / account holder | $17,296 | $12,126+42.6% | $10,265+68.5% | $11,601+49.1% |