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 | $101,751 | $125,778-19.1% | $114,563-11.2% | $154,746-34.2% |
| Participation rate | 30.0% | 75.2%-45.2pp | 72.9%-42.9pp | 80.7%-50.7pp |
| Annual return | 11.76% | 295.14%-283.4pp | 241.09%-229.3pp | 172.34%-160.6pp |
| Employer contribution / active EE | $866 | $2,806-69.1% | $2,592-66.6% | $4,379-80.2% |
| Participant deferral / active EE | $3,842 | $4,445-13.6% | $4,142-7.2% | $6,730-42.9% |
| Admin fee / account holder | $353 | $8,190-95.7% | $7,623-95.4% | $14,365-97.5% |