Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $64,709 | $103,392-37.4% | $87,104-25.7% | $152,897-57.7% |
| Participation rate | 37.5% | 79.4%-41.9pp | 76.9%-39.4pp | 82.5%-45.0pp |
| Annual return | 24.97% | 28.10%-3.1pp | 28.19%-3.2pp | 345.43%-320.5pp |
| Employer contribution / active EE | $1,306 | $3,221-59.5% | $2,521-48.2% | $4,764-72.6% |
| Participant deferral / active EE | $2,609 | $4,778-45.4% | $4,048-35.6% | $5,851-55.4% |
| Admin fee / account holder | $688 | $12,194-94.4% | $7,491-90.8% | $11,599-94.1% |