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 | $62,432 | $165,399-62.3% | $149,745-58.3% | $158,982-60.7% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 34.59% | 348.34%-313.7pp | 276.72%-242.1pp | 302.99%-268.4pp |
| Employer contribution / active EE | $1,946 | $5,105-61.9% | $4,646-58.1% | $4,763-59.1% |
| Participant deferral / active EE | $3,805 | $7,183-47.0% | $6,843-44.4% | $5,983-36.4% |
| Admin fee / account holder | $10,167 | $10,811-6.0% | $9,312+9.2% | $11,252-9.6% |