Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $74,639 | $166,131-55.1% | $164,975-54.8% | $145,877-48.8% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.6%-34.2pp | 80.3%-35.9pp |
| Annual return | 15.41% | 100.37%-85.0pp | 70.12%-54.7pp | 551.28%-535.9pp |
| Employer contribution / active EE | $1,816 | $5,276-65.6% | $4,343-58.2% | $4,663-61.0% |
| Participant deferral / active EE | $3,543 | $6,962-49.1% | $6,033-41.3% | $6,691-47.0% |
| Admin fee / account holder | $475 | $16,648-97.1% | $12,688-96.3% | $13,402-96.5% |