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 | $57,689 | $83,337-30.8% | $67,834-15.0% | $273,972-78.9% |
| Participation rate | 35.0% | 76.4%-41.4pp | 68.8%-33.8pp | 83.0%-48.0pp |
| Annual return | 9.66% | 259.45%-249.8pp | 138.47%-128.8pp | 41.46%-31.8pp |
| Employer contribution / active EE | $988 | $3,287-70.0% | $2,403-58.9% | $4,869-79.7% |
| Participant deferral / active EE | $1,057 | $4,088-74.1% | $3,160-66.5% | $5,287-80.0% |
| Admin fee / account holder | $319 | $6,752-95.3% | $4,622-93.1% | $10,133-96.8% |