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 | $38,594 | $115,796-66.7% | $101,264-61.9% | $158,950-75.7% |
| Participation rate | 46.7% | 79.4%-32.7pp | 75.8%-29.1pp | 82.0%-35.3pp |
| Annual return | 16.26% | 56.15%-39.9pp | 46.48%-30.2pp | 302.91%-286.6pp |
| Employer contribution / active EE | $1,249 | $4,175-70.1% | $3,660-65.9% | $4,762-73.8% |
| Participant deferral / active EE | $3,670 | $4,958-26.0% | $4,370-16.0% | $5,983-38.7% |
| Admin fee / account holder | $740 | $7,247-89.8% | $5,947-87.6% | $11,248-93.4% |