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 | $45,922 | $172,111-73.3% | $150,298-69.4% | $137,256-66.5% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 13.61% | 69.37%-55.8pp | 62.79%-49.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $949 | $4,636-79.5% | $4,154-77.2% | $4,156-77.2% |
| Participant deferral / active EE | $2,889 | $6,166-53.1% | $5,453-47.0% | $6,407-54.9% |
| Admin fee / account holder | $2,357 | $16,471-85.7% | $14,116-83.3% | $12,270-80.8% |