Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $62,754 | $142,354-55.9% | $125,529-50.0% | $155,188-59.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.7%-24.7pp | 80.8%-30.8pp |
| Annual return | 12.47% | 306.06%-293.6pp | 202.56%-190.1pp | 148.84%-136.4pp |
| Employer contribution / active EE | $7,256 | $3,501+107.2% | $3,058+137.3% | $4,248+70.8% |
| Participant deferral / active EE | $9,136 | $5,491+66.4% | $4,813+89.8% | $6,531+39.9% |
| Admin fee / account holder | $37,644 | $19,392+94.1% | $16,298+131.0% | $14,480+160.0% |