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 | $47,811 | $85,169-43.9% | $172,755-72.3% | $72,983-34.5% |
| Participation rate | 66.0% | 70.1%-4.0pp | 82.6%-16.6pp | 69.5%-3.4pp |
| Annual return | 21.46% | 27.32%-5.9pp | 802.94%-781.5pp | 81.01%-59.6pp |
| Employer contribution / active EE | $1,262 | $3,324-62.0% | $5,144-75.5% | $2,440-48.3% |
| Participant deferral / active EE | $2,374 | $3,260-27.2% | $5,198-54.3% | $3,608-34.2% |
| Admin fee / account holder | $9,334 | $5,880+58.7% | $13,955-33.1% | $5,124+82.2% |