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 | $47,683 | $165,381-71.2% | $149,730-68.2% | $158,966-70.0% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 21.95% | 348.29%-326.3pp | 276.70%-254.7pp | 302.95%-281.0pp |
| Employer contribution / active EE | $1,083 | $5,104-78.8% | $4,645-76.7% | $4,762-77.3% |
| Participant deferral / active EE | $4,549 | $7,182-36.7% | $6,843-33.5% | $5,983-24.0% |
| Admin fee / account holder | $2,336 | $10,809-78.4% | $9,310-74.9% | $11,250-79.2% |