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 | $35,252 | $118,708-70.3% | $98,920-64.4% | $158,982-77.8% |
| Participation rate | 65.0% | 77.8%-12.8pp | 76.0%-11.0pp | 82.0%-17.0pp |
| Annual return | 12.68% | 372.49%-359.8pp | 196.47%-183.8pp | 302.99%-290.3pp |
| Employer contribution / active EE | $1,112 | $3,334-66.7% | $2,689-58.7% | $4,763-76.7% |
| Participant deferral / active EE | $2,994 | $5,089-41.2% | $4,245-29.5% | $5,983-50.0% |
| Admin fee / account holder | $2,186 | $10,134-78.4% | $6,643-67.1% | $11,252-80.6% |