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 | $30,305 | $105,198-71.2% | $159,455-81.0% | $85,856-64.7% |
| Participation rate | 65.2% | 75.8%-10.6pp | 82.8%-17.6pp | 69.3%-4.1pp |
| Annual return | 16.20% | 45.08%-28.9pp | 263.63%-247.4pp | 318.58%-302.4pp |
| Employer contribution / active EE | $2,233 | $3,319-32.7% | $4,830-53.8% | $2,565-12.9% |
| Participant deferral / active EE | $3,650 | $5,946-38.6% | $7,353-50.4% | $3,952-7.7% |
| Admin fee / account holder | $2,155 | $6,934-68.9% | $10,800-80.0% | $6,261-65.6% |