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 | $39,098 | $107,353-63.6% | $92,903-57.9% | $152,885-74.4% |
| Participation rate | 63.2% | 79.8%-16.6pp | 76.0%-12.8pp | 82.5%-19.3pp |
| Annual return | 23.44% | 145.62%-122.2pp | 109.43%-86.0pp | 345.39%-322.0pp |
| Employer contribution / active EE | $1,869 | $4,222-55.7% | $3,653-48.8% | $4,763-60.8% |
| Participant deferral / active EE | $4,079 | $4,848-15.9% | $4,238-3.7% | $5,851-30.3% |
| Admin fee / account holder | $1,105 | $7,081-84.4% | $5,795-80.9% | $11,598-90.5% |