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 | $39,187 | $89,367-56.2% | $141,191-72.2% | $72,975-46.3% |
| Participation rate | 59.1% | 75.1%-16.0pp | 82.5%-23.4pp | 69.5%-10.4pp |
| Annual return | 53.88% | 111.87%-58.0pp | 71.41%-17.5pp | 81.01%-27.1pp |
| Employer contribution / active EE | $2,877 | $3,115-7.6% | $4,736-39.3% | $2,440+17.9% |
| Participant deferral / active EE | $6,280 | $5,419+15.9% | $6,710-6.4% | $3,608+74.1% |
| Admin fee / account holder | $1,506 | $5,957-74.7% | $10,264-85.3% | $5,124-70.6% |