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 | $64,596 | $111,814-42.2% | $93,654-31.0% | $145,959-55.7% |
| Participation rate | 68.2% | 74.2%-6.0pp | 68.7%-0.5pp | 80.3%-12.1pp |
| Annual return | 8.97% | 203.30%-194.3pp | 133.34%-124.4pp | 561.95%-553.0pp |
| Employer contribution / active EE | $1,506 | $3,092-51.3% | $2,421-37.8% | $4,661-67.7% |
| Participant deferral / active EE | $3,022 | $4,914-38.5% | $4,413-31.5% | $6,689-54.8% |
| Admin fee / account holder | $2,740 | $10,246-73.3% | $8,282-66.9% | $13,398-79.5% |