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 | $63,214 | $127,296-50.3% | $109,907-42.5% | $167,536-62.3% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.2%-36.7pp | 82.1%-44.6pp |
| Annual return | 16.07% | 22.97%-6.9pp | 29.46%-13.4pp | 478.82%-462.7pp |
| Employer contribution / active EE | $1,030 | $3,325-69.0% | $2,844-63.8% | $4,839-78.7% |
| Participant deferral / active EE | $1,700 | $4,513-62.3% | $4,047-58.0% | $6,342-73.2% |
| Admin fee / account holder | $2,329 | $7,119-67.3% | $6,069-61.6% | $12,315-81.1% |