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 | $43,423 | $138,076-68.6% | $123,553-64.9% | $135,380-67.9% |
| Participation rate | 68.4% | 84.7%-16.3pp | 82.3%-13.9pp | 82.6%-14.2pp |
| Annual return | 25.88% | 153.70%-127.8pp | 119.21%-93.3pp | 519.81%-493.9pp |
| Employer contribution / active EE | $2,190 | $5,152-57.5% | $4,628-52.7% | $4,779-54.2% |
| Participant deferral / active EE | $5,607 | $6,800-17.5% | $6,426-12.7% | $5,6090% |
| Admin fee / account holder | $1,842 | $10,917-83.1% | $9,284-80.2% | $10,828-83.0% |