Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $74,948 | $210,908-64.5% | $153,643-51.2% | $145,884-48.6% |
| Participation rate | 30.4% | 82.1%-51.7pp | 77.1%-46.7pp | 80.3%-49.9pp |
| Annual return | 14.81% | 13.46%+1.4pp | 15.71%-0.9pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,401 | $6,055-76.9% | $5,039-72.2% | $4,662-69.9% |
| Participant deferral / active EE | $3,612 | $7,976-54.7% | $6,754-46.5% | $6,690-46.0% |
| Admin fee / account holder | $4,380 | $19,477-77.5% | $12,739-65.6% | $13,392-67.3% |