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 | $43,062 | $198,457-78.3% | $170,435-74.7% | $147,586-70.8% |
| Participation rate | 68.2% | 88.0%-19.8pp | 83.6%-15.4pp | 82.8%-14.6pp |
| Annual return | 11.71% | 257.30%-245.6pp | 205.94%-194.2pp | 578.59%-566.9pp |
| Employer contribution / active EE | $1,343 | $6,183-78.3% | $5,432-75.3% | $4,876-72.5% |
| Participant deferral / active EE | $1,989 | $5,629-64.7% | $4,939-59.7% | $5,439-63.4% |
| Admin fee / account holder | $2,893 | $16,852-82.8% | $13,881-79.2% | $10,886-73.4% |