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 | $13,948 | $109,411-87.3% | $89,435-84.4% | $158,982-91.2% |
| Participation rate | 37.5% | 74.3%-36.8pp | 68.0%-30.5pp | 82.0%-44.5pp |
| Annual return | 14.96% | 345.68%-330.7pp | 245.55%-230.6pp | 302.99%-288.0pp |
| Employer contribution / active EE | $561 | $3,173-82.3% | $2,587-78.3% | $4,763-88.2% |
| Participant deferral / active EE | $1,440 | $4,600-68.7% | $3,890-63.0% | $5,983-75.9% |
| Admin fee / account holder | $1,849 | $6,159-70.0% | $4,884-62.1% | $11,252-83.6% |