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 | $78,823 | $114,013-30.9% | $103,693-24.0% | $155,188-49.2% |
| Participation rate | 36.4% | 75.2%-38.8pp | 72.6%-36.3pp | 80.8%-44.4pp |
| Annual return | 12.94% | 49.31%-36.4pp | 47.61%-34.7pp | 148.84%-135.9pp |
| Employer contribution / active EE | $739 | $3,131-76.4% | $2,920-74.7% | $4,248-82.6% |
| Participant deferral / active EE | $2,179 | $4,970-56.2% | $4,579-52.4% | $6,531-66.6% |
| Admin fee / account holder | $66,965 | $8,407+696.5% | $7,858+752.2% | $14,480+362.5% |