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 | $162,136-71.6% | $152,301-69.7% | $154,746-70.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 16.43% | 91.02%-74.6pp | 80.50%-64.1pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,601 | $4,890-67.3% | $4,624-65.4% | $4,379-63.4% |
| Participant deferral / active EE | $5,977 | $8,341-28.3% | $8,004-25.3% | $6,730-11.2% |
| Admin fee / account holder | $1,390 | $15,759-91.2% | $14,398-90.3% | $14,365-90.3% |