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 | $41,465 | $201,370-79.4% | $184,256-77.5% | $145,897-71.6% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 12.04% | 29.05%-17.0pp | 28.85%-16.8pp | 552.29%-540.3pp |
| Employer contribution / active EE | $2,400 | $7,024-65.8% | $6,427-62.7% | $4,663-48.5% |
| Participant deferral / active EE | $6,770 | $9,808-31.0% | $9,133-25.9% | $6,689+1.2% |
| Admin fee / account holder | $3,641 | $16,364-77.8% | $13,899-73.8% | $13,390-72.8% |