Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $65,680 | $129,737-49.4% | $119,126-44.9% | $154,746-57.6% |
| Participation rate | 43.8% | 78.9%-35.1pp | 75.8%-32.0pp | 80.7%-37.0pp |
| Annual return | 19.55% | 379.08%-359.5pp | 282.11%-262.6pp | 172.34%-152.8pp |
| Employer contribution / active EE | $1,132 | $4,375-74.1% | $4,034-71.9% | $4,379-74.1% |
| Participant deferral / active EE | $3,041 | $5,842-48.0% | $5,318-42.8% | $6,730-54.8% |
| Admin fee / account holder | $9,048 | $11,961-24.4% | $10,693-15.4% | $14,365-37.0% |