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 | $40,484 | $115,903-65.1% | $100,528-59.7% | $158,966-74.5% |
| Participation rate | 65.0% | 81.6%-16.6pp | 79.4%-14.4pp | 82.0%-17.0pp |
| Annual return | 12.49% | 34.80%-22.3pp | 30.90%-18.4pp | 302.95%-290.5pp |
| Employer contribution / active EE | $2,194 | $4,105-46.6% | $3,419-35.8% | $4,762-53.9% |
| Participant deferral / active EE | $3,368 | $6,677-49.6% | $6,271-46.3% | $5,983-43.7% |
| Admin fee / account holder | $5,562 | $11,000-49.4% | $8,084-31.2% | $11,250-50.6% |