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 | $40,560 | $85,171-52.4% | $172,752-76.5% | $72,975-44.4% |
| Participation rate | 60.6% | 70.1%-9.5pp | 82.6%-22.0pp | 69.5%-8.9pp |
| Annual return | 21.29% | 27.32%-6.0pp | 802.97%-781.7pp | 81.01%-59.7pp |
| Employer contribution / active EE | $1,343 | $3,324-59.6% | $5,144-73.9% | $2,440-45.0% |
| Participant deferral / active EE | $2,603 | $3,260-20.1% | $5,198-49.9% | $3,608-27.8% |
| Admin fee / account holder | $524 | $5,880-91.1% | $13,955-96.2% | $5,124-89.8% |