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 | $29,245 | $165,399-82.3% | $149,745-80.5% | $158,982-81.6% |
| Participation rate | 61.1% | 84.6%-23.5pp | 82.5%-21.4pp | 82.0%-20.9pp |
| Annual return | 16.20% | 348.34%-332.1pp | 276.72%-260.5pp | 302.99%-286.8pp |
| Employer contribution / active EE | $1,090 | $5,105-78.7% | $4,646-76.5% | $4,763-77.1% |
| Participant deferral / active EE | $3,012 | $7,183-58.1% | $6,843-56.0% | $5,983-49.7% |
| Admin fee / account holder | $12,511 | $10,811+15.7% | $9,312+34.4% | $11,252+11.2% |