Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $60,808 | $111,787-45.6% | $93,681-35.1% | $145,978-58.3% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | 14.41% | 203.52%-189.1pp | 133.47%-119.1pp | 550.52%-536.1pp |
| Employer contribution / active EE | $1,177 | $3,093-61.9% | $2,422-51.4% | $4,662-74.7% |
| Participant deferral / active EE | $3,770 | $4,918-23.3% | $4,415-14.6% | $6,690-43.6% |
| Admin fee / account holder | $10,759 | $10,256+4.9% | $8,290+29.8% | $13,400-19.7% |