Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $61,431 | $102,385-40.0% | $147,080-58.2% | $80,935-24.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 12.20% | 135.09%-122.9pp | 420.17%-408.0pp | 35.66%-23.5pp |
| Employer contribution / active EE | $2,478 | $3,717-33.3% | $4,933-49.8% | $2,757-10.1% |
| Participant deferral / active EE | $9,149 | $6,651+37.6% | $8,066+13.4% | $4,299+112.8% |
| Admin fee / account holder | $14,911 | $7,951+87.5% | $12,989+14.8% | $6,924+115.3% |