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 | $48,625 | $172,111-71.7% | $150,298-67.6% | $137,256-64.6% |
| Participation rate | 46.7% | 81.7%-35.0pp | 77.8%-31.1pp | 80.0%-33.3pp |
| Annual return | 15.32% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,625 | $4,636-64.9% | $4,154-60.9% | $4,156-60.9% |
| Participant deferral / active EE | $3,007 | $6,166-51.2% | $5,453-44.9% | $6,407-53.1% |
| Admin fee / account holder | $375 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |