Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $57,511 | $109,411-47.4% | $89,435-35.7% | $158,982-63.8% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.0%-28.0pp | 82.0%-42.0pp |
| Annual return | 17.94% | 345.68%-327.7pp | 245.55%-227.6pp | 302.99%-285.1pp |
| Employer contribution / active EE | $1,376 | $3,173-56.6% | $2,587-46.8% | $4,763-71.1% |
| Participant deferral / active EE | $5,410 | $4,600+17.6% | $3,890+39.1% | $5,983-9.6% |
| Admin fee / account holder | $797 | $6,159-87.1% | $4,884-83.7% | $11,252-92.9% |