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 | $48,553 | $118,695-59.1% | $98,916-50.9% | $158,950-69.5% |
| Participation rate | 64.3% | 77.8%-13.5pp | 76.0%-11.7pp | 82.0%-17.7pp |
| Annual return | 9.48% | 372.39%-362.9pp | 196.45%-187.0pp | 302.91%-293.4pp |
| Employer contribution / active EE | $619 | $3,333-81.4% | $2,689-77.0% | $4,762-87.0% |
| Participant deferral / active EE | $1,527 | $5,088-70.0% | $4,245-64.0% | $5,983-74.5% |
| Admin fee / account holder | $13,874 | $10,132+36.9% | $6,642+108.9% | $11,248+23.3% |