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 | $84,499 | $106,267-20.5% | $96,520-12.5% | $139,456-39.4% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 15.33% | 38.45%-23.1pp | 35.72%-20.4pp | 373.45%-358.1pp |
| Employer contribution / active EE | $1,768 | $4,105-56.9% | $3,739-52.7% | $4,753-62.8% |
| Participant deferral / active EE | $7,625 | $5,454+39.8% | $4,879+56.3% | $6,711+13.6% |
| Admin fee / account holder | $1,260 | $7,882-84.0% | $6,733-81.3% | $11,407-89.0% |