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 | $70,274 | $99,652-29.5% | $78,778-10.8% | $147,586-52.4% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.2%-29.2pp | 82.8%-42.8pp |
| Annual return | 14.92% | 47.28%-32.4pp | 35.62%-20.7pp | 578.59%-563.7pp |
| Employer contribution / active EE | $1,058 | $2,796-62.2% | $1,986-46.7% | $4,876-78.3% |
| Participant deferral / active EE | $5,454 | $3,664+48.9% | $2,958+84.4% | $5,439+0.3% |
| Admin fee / account holder | $596 | $7,155-91.7% | $5,134-88.4% | $10,886-94.5% |