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 | $57,695 | $106,267-45.7% | $96,520-40.2% | $139,456-58.6% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.3%-57.7pp | 80.3%-63.7pp |
| Annual return | 15.40% | 38.45%-23.1pp | 35.72%-20.3pp | 373.45%-358.1pp |
| Employer contribution / active EE | $4,812 | $4,105+17.2% | $3,739+28.7% | $4,753+1.2% |
| Participant deferral / active EE | $3,332 | $5,454-38.9% | $4,879-31.7% | $6,711-50.4% |
| Admin fee / account holder | $648 | $7,882-91.8% | $6,733-90.4% | $11,407-94.3% |