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 | $162,781-69.9% | $133,956-63.4% | $158,931-69.1% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 14.44% | 41.94%-27.5pp | 45.09%-30.7pp | 302.86%-288.4pp |
| Employer contribution / active EE | $3,124 | $4,975-37.2% | $3,919-20.3% | $4,761-34.4% |
| Participant deferral / active EE | $6,715 | $5,911+13.6% | $5,048+33.0% | $5,982+12.3% |
| Admin fee / account holder | $6,878 | $11,736-41.4% | $8,927-23.0% | $11,247-38.8% |