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 | $165,361-64.8% | $149,715-61.1% | $158,950-63.3% |
| Participation rate | 44.4% | 84.6%-40.1pp | 82.5%-38.0pp | 82.0%-37.5pp |
| Annual return | 9.44% | 348.24%-338.8pp | 276.66%-267.2pp | 302.91%-293.5pp |
| Employer contribution / active EE | $1,248 | $5,103-75.6% | $4,645-73.1% | $4,762-73.8% |
| Participant deferral / active EE | $7,116 | $7,182-0.9% | $6,842+4.0% | $5,983+18.9% |
| Admin fee / account holder | $4,771 | $10,808-55.9% | $9,310-48.7% | $11,248-57.6% |