Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,449 | $111,814-56.7% | $93,654-48.3% | $145,959-66.8% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 9.91% | 203.30%-193.4pp | 133.34%-123.4pp | 561.95%-552.0pp |
| Employer contribution / active EE | $745 | $3,092-75.9% | $2,421-69.2% | $4,661-84.0% |
| Participant deferral / active EE | $1,888 | $4,914-61.6% | $4,413-57.2% | $6,689-71.8% |
| Admin fee / account holder | $11,716 | $10,246+14.3% | $8,282+41.5% | $13,398-12.5% |