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 | $45,723 | $51,638-11.5% | $68,368-33.1% | $82,448-44.5% |
| Participation rate | 68.8% | 63.6%+5.1pp | 73.8%-5.0pp | 68.1%+0.7pp |
| Annual return | 17.15% | 37.53%-20.4pp | 292.57%-275.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $3,449 | $2,047+68.5% | $2,649+30.2% | $2,551+35.2% |
| Participant deferral / active EE | $8,174 | $2,914+180.6% | $4,123+98.3% | $4,139+97.5% |
| Admin fee / account holder | $35,710 | $4,643+669.0% | $5,150+593.4% | $7,234+393.6% |