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 | $49,034 | $162,821-69.9% | $133,978-63.4% | $158,982-69.2% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 14.44% | 41.95%-27.5pp | 45.10%-30.7pp | 302.99%-288.6pp |
| Employer contribution / active EE | $3,124 | $4,976-37.2% | $3,919-20.3% | $4,763-34.4% |
| Participant deferral / active EE | $6,715 | $5,910+13.6% | $5,047+33.0% | $5,983+12.2% |
| Admin fee / account holder | $6,878 | $11,742-41.4% | $8,930-23.0% | $11,252-38.9% |