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 | $45,394 | $148,623-69.5% | $135,974-66.6% | $139,466-67.5% |
| Participation rate | 64.7% | 83.9%-19.2pp | 81.9%-17.2pp | 80.3%-15.6pp |
| Annual return | 15.52% | 79.30%-63.8pp | 68.30%-52.8pp | 373.66%-358.1pp |
| Employer contribution / active EE | $3,230 | $5,246-38.4% | $4,859-33.5% | $4,754-32.1% |
| Participant deferral / active EE | $5,843 | $8,103-27.9% | $7,760-24.7% | $6,712-12.9% |
| Admin fee / account holder | $711 | $12,406-94.3% | $10,767-93.4% | $11,409-93.8% |