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 | $32,919 | $77,416-57.5% | $69,464-52.6% | $152,897-78.5% |
| Participation rate | 60.0% | 78.1%-18.1pp | 74.6%-14.6pp | 82.5%-22.5pp |
| Annual return | 21.45% | 39.08%-17.6pp | 28.98%-7.5pp | 345.43%-324.0pp |
| Employer contribution / active EE | $4,683 | $3,315+41.3% | $2,779+68.5% | $4,764-1.7% |
| Participant deferral / active EE | $9,358 | $4,413+112.0% | $3,536+164.6% | $5,851+59.9% |
| Admin fee / account holder | $4,015 | $6,208-35.3% | $3,840+4.5% | $11,599-65.4% |