Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $34,116 | $142,430-76.0% | $115,170-70.4% | $152,897-77.7% |
| Participation rate | 60.0% | 82.4%-22.4pp | 75.9%-15.9pp | 82.5%-22.5pp |
| Annual return | 23.32% | 41.48%-18.2pp | 35.60%-12.3pp | 345.43%-322.1pp |
| Employer contribution / active EE | $2,010 | $4,011-49.9% | $3,179-36.8% | $4,764-57.8% |
| Participant deferral / active EE | $1,913 | $5,165-63.0% | $4,169-54.1% | $5,851-67.3% |
| Admin fee / account holder | $848 | $8,464-90.0% | $7,089-88.0% | $11,599-92.7% |