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 | $55,847 | $85,171-34.4% | $172,752-67.7% | $72,975-23.5% |
| Participation rate | 55.6% | 70.1%-14.5pp | 82.6%-27.1pp | 69.5%-13.9pp |
| Annual return | 21.31% | 27.32%-6.0pp | 802.97%-781.7pp | 81.01%-59.7pp |
| Employer contribution / active EE | $1,676 | $3,324-49.6% | $5,144-67.4% | $2,440-31.3% |
| Participant deferral / active EE | $2,721 | $3,260-16.5% | $5,198-47.6% | $3,608-24.6% |
| Admin fee / account holder | $1,341 | $5,880-77.2% | $13,955-90.4% | $5,124-73.8% |