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 | $35,435 | $135,956-73.9% | $123,894-71.4% | $273,972-87.1% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 7.33% | 56.63%-49.3pp | 47.52%-40.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,300 | $5,170-74.9% | $4,617-71.8% | $4,869-73.3% |
| Participant deferral / active EE | $3,250 | $6,343-48.8% | $5,984-45.7% | $5,287-38.5% |
| Admin fee / account holder | $18,662 | $9,817+90.1% | $8,357+123.3% | $10,133+84.2% |