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 | $52,014 | $98,240-47.1% | $82,312-36.8% | $147,586-64.8% |
| Participation rate | 52.6% | 79.7%-27.1pp | 76.9%-24.3pp | 82.8%-30.2pp |
| Annual return | 24.27% | 30.85%-6.6pp | 25.88%-1.6pp | 578.59%-554.3pp |
| Employer contribution / active EE | $1,235 | $3,192-61.3% | $2,428-49.2% | $4,876-74.7% |
| Participant deferral / active EE | $2,368 | $4,383-46.0% | $3,706-36.1% | $5,439-56.5% |
| Admin fee / account holder | $653 | $8,563-92.4% | $5,608-88.4% | $10,886-94.0% |