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 | $54,423 | $107,363-49.3% | $92,909-41.4% | $152,897-64.4% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.5%-20.0pp |
| Annual return | 23.65% | 145.63%-122.0pp | 109.44%-85.8pp | 345.43%-321.8pp |
| Employer contribution / active EE | $1,176 | $4,222-72.2% | $3,653-67.8% | $4,764-75.3% |
| Participant deferral / active EE | $2,386 | $4,848-50.8% | $4,238-43.7% | $5,851-59.2% |
| Admin fee / account holder | $1,409 | $7,082-80.1% | $5,795-75.7% | $11,599-87.9% |