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 | $42,815 | $77,638-44.9% | $156,551-72.7% | $62,881-31.9% |
| Participation rate | 57.1% | 71.2%-14.1pp | 84.0%-26.9pp | 69.3%-12.2pp |
| Annual return | 5.23% | 50.33%-45.1pp | 32.23%-27.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,654 | $3,444-52.0% | $5,501-69.9% | $2,281-27.5% |
| Participant deferral / active EE | $3,727 | $3,046+22.4% | $4,871-23.5% | $3,203+16.4% |
| Admin fee / account holder | $538 | $5,561-90.3% | $13,028-95.9% | $4,296-87.5% |