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 | $54,414 | $155,555-65.0% | $146,866-62.9% | $155,188-64.9% |
| Participation rate | 58.3% | 84.0%-25.6pp | 82.5%-24.2pp | 80.8%-22.5pp |
| Annual return | 12.11% | 115.41%-103.3pp | 102.85%-90.7pp | 148.84%-136.7pp |
| Employer contribution / active EE | $1,291 | $4,647-72.2% | $4,425-70.8% | $4,248-69.6% |
| Participant deferral / active EE | $3,196 | $8,044-60.3% | $7,759-58.8% | $6,531-51.1% |
| Admin fee / account holder | $9,396 | $14,755-36.3% | $13,620-31.0% | $14,480-35.1% |