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 | $47,065 | $129,737-63.7% | $119,126-60.5% | $154,746-69.6% |
| Participation rate | 60.0% | 78.9%-18.9pp | 75.8%-15.8pp | 80.7%-20.7pp |
| Annual return | 16.39% | 379.08%-362.7pp | 282.11%-265.7pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,257 | $4,375-71.3% | $4,034-68.8% | $4,379-71.3% |
| Participant deferral / active EE | $3,061 | $5,842-47.6% | $5,318-42.4% | $6,730-54.5% |
| Admin fee / account holder | $4,359 | $11,961-63.6% | $10,693-59.2% | $14,365-69.7% |