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 | $43,972 | $72,071-39.0% | $68,368-35.7% | $137,256-68.0% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 18.08% | 353.14%-335.1pp | 292.57%-274.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,205 | $2,788-56.8% | $2,649-54.5% | $4,156-71.0% |
| Participant deferral / active EE | $1,376 | $4,410-68.8% | $4,123-66.6% | $6,407-78.5% |
| Admin fee / account holder | $941 | $5,336-82.4% | $5,150-81.7% | $12,270-92.3% |