Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $61,489 | $156,398-60.7% | $147,318-58.3% | $138,895-55.7% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.6pp | 79.9%-35.5pp |
| Annual return | 13.92% | 78.75%-64.8pp | 70.43%-56.5pp | 145.39%-131.5pp |
| Employer contribution / active EE | $1,109 | $4,853-77.2% | $4,593-75.9% | $4,194-73.6% |
| Participant deferral / active EE | $6,042 | $8,237-26.7% | $7,906-23.6% | $6,396-5.5% |
| Admin fee / account holder | $47,440 | $14,976+216.8% | $13,708+246.1% | $12,562+277.6% |