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 | $37,519 | $162,136-76.9% | $152,301-75.4% | $154,746-75.8% |
| Participation rate | 52.4% | 84.1%-31.7pp | 82.4%-30.1pp | 80.7%-28.3pp |
| Annual return | 12.04% | 91.02%-79.0pp | 80.50%-68.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $1,685 | $4,890-65.5% | $4,624-63.6% | $4,379-61.5% |
| Participant deferral / active EE | $3,539 | $8,341-57.6% | $8,004-55.8% | $6,730-47.4% |
| Admin fee / account holder | $8,221 | $15,759-47.8% | $14,398-42.9% | $14,365-42.8% |