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 | $44,275 | $172,111-74.3% | $150,298-70.5% | $137,256-67.7% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 12.12% | 69.37%-57.2pp | 62.79%-50.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $10,005 | $4,636+115.8% | $4,154+140.8% | $4,156+140.7% |
| Participant deferral / active EE | $6,545 | $6,166+6.2% | $5,453+20.0% | $6,407+2.2% |
| Admin fee / account holder | $5,643 | $16,471-65.7% | $14,116-60.0% | $12,270-54.0% |