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 | $58,268 | $165,399-64.8% | $149,745-61.1% | $158,982-63.3% |
| Participation rate | 44.4% | 84.6%-40.1pp | 82.5%-38.0pp | 82.0%-37.5pp |
| Annual return | 9.44% | 348.34%-338.9pp | 276.72%-267.3pp | 302.99%-293.5pp |
| Employer contribution / active EE | $1,248 | $5,105-75.6% | $4,646-73.1% | $4,763-73.8% |
| Participant deferral / active EE | $7,116 | $7,183-0.9% | $6,843+4.0% | $5,983+18.9% |
| Admin fee / account holder | $4,771 | $10,811-55.9% | $9,312-48.8% | $11,252-57.6% |