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 | $68,915 | $100,279-31.3% | $81,353-15.3% | $145,884-52.8% |
| Participation rate | 57.1% | 74.3%-17.1pp | 69.5%-12.4pp | 80.3%-23.2pp |
| Annual return | 7.93% | 34.49%-26.6pp | 24.82%-16.9pp | 551.85%-543.9pp |
| Employer contribution / active EE | $1,452 | $2,979-51.2% | $2,464-41.1% | $4,662-68.8% |
| Participant deferral / active EE | $3,575 | $4,611-22.5% | $3,885-8.0% | $6,690-46.6% |
| Admin fee / account holder | $1,727 | $8,206-79.0% | $5,766-70.0% | $13,392-87.1% |