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 | $74,405 | $117,829-36.9% | $102,423-27.4% | $145,877-49.0% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 9.03% | 31.83%-22.8pp | 29.42%-20.4pp | 551.28%-542.3pp |
| Employer contribution / active EE | $1,604 | $3,615-55.6% | $3,023-46.9% | $4,663-65.6% |
| Participant deferral / active EE | $3,294 | $5,732-42.5% | $5,054-34.8% | $6,691-50.8% |
| Admin fee / account holder | $690 | $13,335-94.8% | $9,455-92.7% | $13,402-94.9% |