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 | $38,122 | $124,336-69.3% | $111,303-65.7% | $167,518-77.2% |
| Participation rate | 62.5% | 79.6%-17.1pp | 77.3%-14.8pp | 82.1%-19.6pp |
| Annual return | 10.25% | 37.45%-27.2pp | 54.66%-44.4pp | 478.71%-468.5pp |
| Employer contribution / active EE | $1,320 | $3,436-61.6% | $2,731-51.7% | $4,838-72.7% |
| Participant deferral / active EE | $7,359 | $5,181+42.0% | $4,487+64.0% | $6,342+16.0% |
| Admin fee / account holder | $21,474 | $10,623+102.2% | $7,966+169.6% | $12,312+74.4% |