Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $58,135 | $79,189-26.6% | $102,457-43.3% | $74,400-21.9% |
| Participation rate | 65.7% | 74.8%-9.0pp | 76.5%-10.8pp | 67.2%-1.5pp |
| Annual return | 15.62% | 54.98%-39.4pp | 29.41%-13.8pp | 1367.51%-1351.9pp |
| Employer contribution / active EE | $3,035 | $2,362+28.5% | $3,022+0.4% | $2,624+15.6% |
| Participant deferral / active EE | $6,694 | $4,415+51.6% | $5,054+32.4% | $4,348+53.9% |
| Admin fee / account holder | $6,454 | $2,002+222.4% | $9,451-31.7% | $1,944+232.1% |