Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $41,621 | $110,410-62.3% | $102,437-59.4% | $145,897-71.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 16.96% | 24.85%-7.9pp | 24.95%-8.0pp | 552.29%-535.3pp |
| Employer contribution / active EE | $3,166 | $4,217-24.9% | $3,871-18.2% | $4,663-32.1% |
| Participant deferral / active EE | $7,238 | $5,622+28.7% | $5,060+43.0% | $6,689+8.2% |
| Admin fee / account holder | $7,074 | $9,745-27.4% | $8,388-15.7% | $13,390-47.2% |