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 | $56,131 | $29,319+91.4% | $52,425+7.1% | $82,448-31.9% |
| Participation rate | 36.4% | 46.9%-10.5pp | 55.6%-19.3pp | 68.1%-31.7pp |
| Annual return | 15.90% | 535.20%-519.3pp | 302.12%-286.2pp | 41.64%-25.7pp |
| Employer contribution / active EE | $710 | $586+21.0% | $914-22.4% | $2,551-72.2% |
| Participant deferral / active EE | $1,360 | $1,171+16.1% | $1,790-24.1% | $4,139-67.2% |
| Admin fee / account holder | $769 | $1,962-60.8% | $2,495-69.2% | $7,234-89.4% |