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 | $47,799 | $135,956-64.8% | $123,894-61.4% | $273,972-82.6% |
| Participation rate | 68.4% | 84.1%-15.6pp | 81.4%-13.0pp | 83.0%-14.6pp |
| Annual return | 7.97% | 56.63%-48.7pp | 47.52%-39.5pp | 41.46%-33.5pp |
| Employer contribution / active EE | $4,066 | $5,170-21.3% | $4,617-11.9% | $4,869-16.5% |
| Participant deferral / active EE | $6,382 | $6,343+0.6% | $5,984+6.6% | $5,287+20.7% |
| Admin fee / account holder | $10,879 | $9,817+10.8% | $8,357+30.2% | $10,133+7.4% |