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 | $47,187 | $198,462-76.2% | $170,439-72.3% | $147,585-68.0% |
| Participation rate | 63.6% | 88.0%-24.3pp | 83.6%-20.0pp | 82.8%-19.2pp |
| Annual return | 13.07% | 257.30%-244.2pp | 205.94%-192.9pp | 578.58%-565.5pp |
| Employer contribution / active EE | $1,583 | $6,184-74.4% | $5,433-70.9% | $4,876-67.5% |
| Participant deferral / active EE | $2,686 | $5,629-52.3% | $4,939-45.6% | $5,439-50.6% |
| Admin fee / account holder | $24,292 | $16,852+44.2% | $13,881+75.0% | $10,886+123.2% |