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 | $67,687 | $155,555-56.5% | $146,866-53.9% | $155,188-56.4% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.5%-39.7pp | 80.8%-37.9pp |
| Annual return | 12.99% | 115.41%-102.4pp | 102.85%-89.9pp | 148.84%-135.9pp |
| Employer contribution / active EE | $1,263 | $4,647-72.8% | $4,425-71.4% | $4,248-70.3% |
| Participant deferral / active EE | $3,155 | $8,044-60.8% | $7,759-59.3% | $6,531-51.7% |
| Admin fee / account holder | $21,250 | $14,755+44.0% | $13,620+56.0% | $14,480+46.8% |