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 | $33,858 | $165,361-79.5% | $149,715-77.4% | $158,950-78.7% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 19.88% | 348.24%-328.4pp | 276.66%-256.8pp | 302.91%-283.0pp |
| Employer contribution / active EE | $2,485 | $5,103-51.3% | $4,645-46.5% | $4,762-47.8% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $471 | $10,808-95.6% | $9,310-94.9% | $11,248-95.8% |