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 | $27,565 | $175,259-84.3% | $149,723-81.6% | $139,487-80.2% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 19.98% | 166.82%-146.8pp | 134.50%-114.5pp | 373.84%-353.9pp |
| Employer contribution / active EE | $2,235 | $5,478-59.2% | $4,821-53.6% | $4,755-53.0% |
| Participant deferral / active EE | $3,274 | $6,522-49.8% | $5,682-42.4% | $6,713-51.2% |
| Admin fee / account holder | $1,396 | $16,158-91.4% | $13,215-89.4% | $11,407-87.8% |