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 | $39,093 | $103,000-62.0% | $90,300-56.7% | $152,885-74.4% |
| Participation rate | 37.5% | 75.9%-38.4pp | 73.3%-35.8pp | 82.5%-45.0pp |
| Annual return | 22.08% | 95.19%-73.1pp | 78.11%-56.0pp | 345.39%-323.3pp |
| Employer contribution / active EE | $1,712 | $3,138-45.5% | $2,854-40.0% | $4,763-64.1% |
| Participant deferral / active EE | $3,638 | $4,281-15.0% | $3,884-6.3% | $5,851-37.8% |
| Admin fee / account holder | $3,497 | $6,173-43.4% | $5,353-34.7% | $11,598-69.8% |