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 | $47,944 | $135,956-64.7% | $123,894-61.3% | $273,972-82.5% |
| Participation rate | 58.3% | 84.1%-25.7pp | 81.4%-23.1pp | 83.0%-24.7pp |
| Annual return | 10.57% | 56.63%-46.1pp | 47.52%-36.9pp | 41.46%-30.9pp |
| Employer contribution / active EE | $3,623 | $5,170-29.9% | $4,617-21.5% | $4,869-25.6% |
| Participant deferral / active EE | $7,950 | $6,343+25.3% | $5,984+32.9% | $5,287+50.4% |
| Admin fee / account holder | $339 | $9,817-96.5% | $8,357-95.9% | $10,133-96.7% |