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 | $63,613 | $107,941-41.1% | $91,994-30.9% | $152,897-58.4% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.5%-15.8pp |
| Annual return | 17.97% | 89.28%-71.3pp | 69.04%-51.1pp | 345.43%-327.5pp |
| Employer contribution / active EE | $1,122 | $4,212-73.4% | $3,453-67.5% | $4,764-76.4% |
| Participant deferral / active EE | $2,150 | $6,366-66.2% | $5,924-63.7% | $5,851-63.3% |
| Admin fee / account holder | $14,837 | $10,521+41.0% | $7,744+91.6% | $11,599+27.9% |