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 | $46,112 | $154,228-70.1% | $145,433-68.3% | $137,256-66.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.43% | 74.59%-58.2pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,601 | $4,804-66.7% | $4,554-64.8% | $4,156-61.5% |
| Participant deferral / active EE | $5,977 | $8,216-27.3% | $7,897-24.3% | $6,407-6.7% |
| Admin fee / account holder | $1,390 | $14,344-90.3% | $13,129-89.4% | $12,270-88.7% |