Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $60,270 | $181,062-66.7% | $158,223-61.9% | $155,188-61.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 13.49% | 57.39%-43.9pp | 52.09%-38.6pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,215 | $4,565-73.4% | $4,109-70.4% | $4,248-71.4% |
| Participant deferral / active EE | $5,765 | $6,134-6.0% | $5,467+5.5% | $6,531-11.7% |
| Admin fee / account holder | $3,279 | $18,825-82.6% | $16,047-79.6% | $14,480-77.4% |