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 | $58,189 | $105,200-44.7% | $159,474-63.5% | $85,847-32.2% |
| Participation rate | 68.8% | 75.8%-7.0pp | 82.8%-14.1pp | 69.3%-0.6pp |
| Annual return | 20.02% | 45.08%-25.1pp | 263.68%-243.7pp | 318.61%-298.6pp |
| Employer contribution / active EE | $5,148 | $3,319+55.1% | $4,831+6.6% | $2,565+100.7% |
| Participant deferral / active EE | $8,673 | $5,946+45.9% | $7,353+18.0% | $3,952+119.5% |
| Admin fee / account holder | $811 | $6,934-88.3% | $10,802-92.5% | $6,261-87.0% |