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 | $33,594 | $184,000-81.7% | $162,185-79.3% | $152,909-78.0% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.6%-29.2pp | 82.5%-24.1pp |
| Annual return | 23.18% | 150.80%-127.6pp | 115.61%-92.4pp | 345.46%-322.3pp |
| Employer contribution / active EE | $2,346 | $6,370-63.2% | $5,613-58.2% | $4,764-50.7% |
| Participant deferral / active EE | $3,554 | $8,033-55.8% | $7,297-51.3% | $5,851-39.3% |
| Admin fee / account holder | $2,138 | $13,124-83.7% | $10,844-80.3% | $11,601-81.6% |