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 | $51,371 | $103,387-50.3% | $87,102-41.0% | $152,885-66.4% |
| Participation rate | 68.4% | 79.4%-10.9pp | 76.9%-8.4pp | 82.5%-14.0pp |
| Annual return | 25.26% | 28.10%-2.8pp | 28.19%-2.9pp | 345.39%-320.1pp |
| Employer contribution / active EE | $1,456 | $3,221-54.8% | $2,521-42.3% | $4,763-69.4% |
| Participant deferral / active EE | $2,618 | $4,778-45.2% | $4,048-35.3% | $5,851-55.2% |
| Admin fee / account holder | $3,272 | $12,193-73.2% | $7,491-56.3% | $11,598-71.8% |