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 | $40,795 | $96,524-57.7% | $75,900-46.3% | $152,909-73.3% |
| Participation rate | 69.6% | 76.2%-6.6pp | 69.3%+0.3pp | 82.5%-12.9pp |
| Annual return | 50.59% | 33.93%+16.7pp | 30.73%+19.9pp | 345.46%-294.9pp |
| Employer contribution / active EE | $1,988 | $3,311-40.0% | $2,501-20.5% | $4,764-58.3% |
| Participant deferral / active EE | $4,362 | $4,554-4.2% | $3,604+21.1% | $5,851-25.4% |
| Admin fee / account holder | $701 | $8,082-91.3% | $5,421-87.1% | $11,601-94.0% |