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 | $36,291 | $157,270-76.9% | $141,173-74.3% | $152,870-76.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 20.73% | 64.33%-43.6pp | 71.40%-50.7pp | 345.34%-324.6pp |
| Employer contribution / active EE | $1,718 | $5,261-67.4% | $4,735-63.7% | $4,763-63.9% |
| Participant deferral / active EE | $4,242 | $7,110-40.3% | $6,710-36.8% | $5,850-27.5% |
| Admin fee / account holder | $3,643 | $12,121-69.9% | $10,262-64.5% | $11,597-68.6% |