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 | $63,489 | $149,040-57.4% | $120,225-47.2% | $137,256-53.7% |
| Participation rate | 45.8% | 75.4%-29.6pp | 69.6%-23.7pp | 80.0%-34.1pp |
| Annual return | 20.87% | 605.68%-584.8pp | 439.23%-418.4pp | 220.34%-199.5pp |
| Employer contribution / active EE | $970 | $4,350-77.7% | $3,475-72.1% | $4,156-76.7% |
| Participant deferral / active EE | $3,258 | $4,655-30.0% | $3,999-18.5% | $6,407-49.1% |
| Admin fee / account holder | $2,659 | $6,348-58.1% | $5,696-53.3% | $12,270-78.3% |