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 | $25,253 | $124,314-79.7% | $109,163-76.9% | $167,518-84.9% |
| Participation rate | 64.3% | 79.4%-15.2pp | 75.9%-11.6pp | 82.1%-17.8pp |
| Annual return | 12.53% | 26.04%-13.5pp | 25.75%-13.2pp | 478.71%-466.2pp |
| Employer contribution / active EE | $5,307 | $4,209+26.1% | $3,723+42.6% | $4,838+9.7% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,014 | $7,973-62.2% | $6,754-55.4% | $12,312-75.5% |