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 | $39,749 | $165,399-76.0% | $149,745-73.5% | $158,982-75.0% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 15.42% | 348.34%-332.9pp | 276.72%-261.3pp | 302.99%-287.6pp |
| Employer contribution / active EE | $3,832 | $5,105-24.9% | $4,646-17.5% | $4,763-19.5% |
| Participant deferral / active EE | $3,556 | $7,183-50.5% | $6,843-48.0% | $5,983-40.6% |
| Admin fee / account holder | $361 | $10,811-96.7% | $9,312-96.1% | $11,252-96.8% |