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 | $49,105 | $175,231-72.0% | $149,696-67.2% | $139,466-64.8% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 12.77% | 166.77%-154.0pp | 134.46%-121.7pp | 373.66%-360.9pp |
| Employer contribution / active EE | $2,135 | $5,478-61.0% | $4,821-55.7% | $4,754-55.1% |
| Participant deferral / active EE | $5,840 | $6,521-10.5% | $5,682+2.8% | $6,712-13.0% |
| Admin fee / account holder | $7,645 | $16,155-52.7% | $13,212-42.1% | $11,409-33.0% |