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 | $38,699 | $215,361-82.0% | $171,082-77.4% | $273,972-85.9% |
| Participation rate | 57.1% | 82.0%-24.9pp | 76.7%-19.6pp | 83.0%-25.9pp |
| Annual return | 10.85% | 25.14%-14.3pp | 32.56%-21.7pp | 41.46%-30.6pp |
| Employer contribution / active EE | $2,237 | $4,967-55.0% | $4,002-44.1% | $4,869-54.0% |
| Participant deferral / active EE | $3,405 | $5,543-38.6% | $4,797-29.0% | $5,287-35.6% |
| Admin fee / account holder | $412 | $10,846-96.2% | $8,520-95.2% | $10,133-95.9% |