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 | $40,636 | $45,152-10.0% | $73,835-45.0% | $59,633-31.9% |
| Participation rate | 62.9% | 64.0%-1.1pp | 73.4%-10.5pp | 68.7%-5.8pp |
| Annual return | 2.32% | 27.40%-25.1pp | 2268.13%-2265.8pp | 2041.40%-2039.1pp |
| Employer contribution / active EE | $2,080 | $1,901+9.4% | $2,788-25.4% | $2,203-5.6% |
| Participant deferral / active EE | $2,788 | $2,573+8.4% | $3,583-22.2% | $3,192-12.6% |
| Admin fee / account holder | $520 | $3,515-85.2% | $4,880-89.3% | $4,297-87.9% |