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 | $41,836 | $125,193-66.6% | $105,591-60.4% | $145,978-71.3% |
| Participation rate | 40.0% | 77.6%-37.6pp | 75.3%-35.3pp | 80.3%-40.3pp |
| Annual return | 9.46% | 225.53%-216.1pp | 116.43%-107.0pp | 550.52%-541.1pp |
| Employer contribution / active EE | $907 | $3,718-75.6% | $3,166-71.4% | $4,662-80.6% |
| Participant deferral / active EE | $4,326 | $5,708-24.2% | $5,008-13.6% | $6,690-35.3% |
| Admin fee / account holder | $20,038 | $17,277+16.0% | $11,024+81.8% | $13,400+49.5% |