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 | $32,838 | $144,130-77.2% | $117,861-72.1% | $147,586-77.7% |
| Participation rate | 58.8% | 83.4%-24.6pp | 79.7%-20.8pp | 82.8%-24.0pp |
| Annual return | 13.46% | 531.20%-517.7pp | 335.11%-321.6pp | 578.59%-565.1pp |
| Employer contribution / active EE | $1,215 | $4,897-75.2% | $3,786-67.9% | $4,876-75.1% |
| Participant deferral / active EE | $3,411 | $5,316-35.8% | $4,482-23.9% | $5,439-37.3% |
| Admin fee / account holder | $1,506 | $10,887-86.2% | $8,021-81.2% | $10,886-86.2% |