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 | $35,887 | $64,359-44.2% | $90,161-60.2% | $70,126-48.8% |
| Participation rate | 42.4% | 70.4%-28.0pp | 76.9%-34.4pp | 69.5%-27.1pp |
| Annual return | 49.14% | 28.13%+21.0pp | 34.89%+14.3pp | 73.15%-24.0pp |
| Employer contribution / active EE | $2,815 | $2,046+37.6% | $3,318-15.2% | $2,343+20.2% |
| Participant deferral / active EE | $6,706 | $4,389+52.8% | $5,287+26.8% | $3,332+101.3% |
| Admin fee / account holder | $4,598 | $3,945+16.5% | $5,943-22.6% | $4,645-1.0% |