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 | $62,791 | $215,361-70.8% | $171,082-63.3% | $273,972-77.1% |
| Participation rate | 25.0% | 82.0%-57.0pp | 76.7%-51.7pp | 83.0%-58.0pp |
| Annual return | 3.31% | 25.14%-21.8pp | 32.56%-29.2pp | 41.46%-38.1pp |
| Employer contribution / active EE | $2,192 | $4,967-55.9% | $4,002-45.2% | $4,869-55.0% |
| Participant deferral / active EE | $6,000 | $5,543+8.2% | $4,797+25.1% | $5,287+13.5% |
| Admin fee / account holder | $336 | $10,846-96.9% | $8,520-96.1% | $10,133-96.7% |