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 | $38,440 | $91,559-58.0% | $133,971-71.3% | $79,852-51.9% |
| Participation rate | 67.7% | 73.3%-5.6pp | 79.8%-12.1pp | 69.6%-1.9pp |
| Annual return | 10.74% | 61.85%-51.1pp | 45.09%-34.4pp | 31.72%-21.0pp |
| Employer contribution / active EE | $2,925 | $2,384+22.7% | $3,919-25.4% | $2,471+18.4% |
| Participant deferral / active EE | $3,011 | $3,734-19.4% | $5,047-40.3% | $3,740-19.5% |
| Admin fee / account holder | $3,144 | $6,321-50.3% | $8,929-64.8% | $5,306-40.8% |