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 | $39,930 | $116,203-65.6% | $93,621-57.3% | $152,897-73.9% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.8%-15.8pp | 82.5%-22.5pp |
| Annual return | 26.09% | 35.96%-9.9pp | 32.76%-6.7pp | 345.43%-319.3pp |
| Employer contribution / active EE | $1,211 | $3,219-62.4% | $2,719-55.5% | $4,764-74.6% |
| Participant deferral / active EE | $1,970 | $4,605-57.2% | $4,070-51.6% | $5,851-66.3% |
| Admin fee / account holder | $389 | $10,751-96.4% | $7,890-95.1% | $11,599-96.6% |