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 | $48,352 | $106,894-54.8% | $84,016-42.4% | $152,870-68.4% |
| Participation rate | 61.1% | 75.2%-14.1pp | 69.0%-7.9pp | 82.4%-21.3pp |
| Annual return | 23.13% | 104.99%-81.9pp | 71.31%-48.2pp | 345.34%-322.2pp |
| Employer contribution / active EE | $1,313 | $2,734-52.0% | $1,983-33.8% | $4,763-72.4% |
| Participant deferral / active EE | $4,849 | $4,011+20.9% | $3,239+49.7% | $5,850-17.1% |
| Admin fee / account holder | $952 | $8,286-88.5% | $6,101-84.4% | $11,597-91.8% |