Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $68,413 | $109,359-37.4% | $162,177-57.8% | $72,975-6.3% |
| Participation rate | 60.7% | 84.3%-23.6pp | 87.6%-26.9pp | 69.5%-8.8pp |
| Annual return | 17.95% | 25.46%-7.5pp | 115.60%-97.7pp | 81.01%-63.1pp |
| Employer contribution / active EE | $2,142 | $3,907-45.2% | $5,613-61.8% | $2,440-12.2% |
| Participant deferral / active EE | $4,710 | $5,481-14.1% | $7,297-35.4% | $3,608+30.6% |
| Admin fee / account holder | $13,716 | $7,972+72.1% | $10,843+26.5% | $5,124+167.7% |