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 | $42,882 | $105,929-59.5% | $81,926-47.7% | $158,950-73.0% |
| Participation rate | 68.4% | 75.6%-7.2pp | 72.0%-3.6pp | 82.0%-13.5pp |
| Annual return | 10.19% | 38.19%-28.0pp | 29.49%-19.3pp | 302.91%-292.7pp |
| Employer contribution / active EE | $1,739 | $7,802-77.7% | $4,310-59.7% | $4,762-63.5% |
| Participant deferral / active EE | $2,745 | $13,007-78.9% | $7,108-61.4% | $5,983-54.1% |
| Admin fee / account holder | $7,422 | $8,492-12.6% | $5,159+43.9% | $11,248-34.0% |