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 | $46,029 | $70,430-34.6% | $96,572-52.3% | $85,851-46.4% |
| Participation rate | 64.1% | 61.8%+2.3pp | 69.8%-5.7pp | 69.3%-5.2pp |
| Annual return | 16.80% | 18.58%-1.8pp | 37.79%-21.0pp | 318.63%-301.8pp |
| Employer contribution / active EE | $1,968 | $1,413+39.3% | $2,357-16.5% | $2,565-23.3% |
| Participant deferral / active EE | $3,462 | $2,894+19.6% | $3,850-10.1% | $3,952-12.4% |
| Admin fee / account holder | $1,768 | $4,996-64.6% | $6,183-71.4% | $6,261-71.8% |