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 | $37,165 | $85,171-56.4% | $172,752-78.5% | $72,975-49.1% |
| Participation rate | 58.0% | 70.1%-12.1pp | 82.6%-24.6pp | 69.5%-11.5pp |
| Annual return | 24.40% | 27.32%-2.9pp | 802.97%-778.6pp | 81.01%-56.6pp |
| Employer contribution / active EE | $2,064 | $3,324-37.9% | $5,144-59.9% | $2,440-15.4% |
| Participant deferral / active EE | $3,427 | $3,260+5.1% | $5,198-34.1% | $3,608-5.0% |
| Admin fee / account holder | $411 | $5,880-93.0% | $13,955-97.1% | $5,124-92.0% |