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 | $37,233 | $181,896-79.5% | $156,551-76.2% | $273,972-86.4% |
| Participation rate | 63.6% | 88.4%-24.7pp | 84.0%-20.4pp | 83.0%-19.4pp |
| Annual return | 13.47% | 30.74%-17.3pp | 32.23%-18.8pp | 41.46%-28.0pp |
| Employer contribution / active EE | $1,858 | $6,248-70.3% | $5,501-66.2% | $4,869-61.8% |
| Participant deferral / active EE | $9,576 | $5,550+72.5% | $4,871+96.6% | $5,287+81.1% |
| Admin fee / account holder | $459 | $15,560-97.1% | $13,028-96.5% | $10,133-95.5% |