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 | $39,760 | $44,850-11.3% | $60,547-34.3% | $59,633-33.3% |
| Participation rate | 58.1% | 59.5%-1.4pp | 68.0%-9.9pp | 68.7%-10.6pp |
| Annual return | 8.10% | 1074.14%-1066.0pp | 335.64%-327.5pp | 2041.45%-2033.4pp |
| Employer contribution / active EE | $1,227 | $1,462-16.1% | $2,419-49.3% | $2,203-44.3% |
| Participant deferral / active EE | $5,201 | $2,230+133.2% | $3,328+56.3% | $3,192+62.9% |
| Admin fee / account holder | $3,300 | $3,635-9.2% | $4,536-27.2% | $4,297-23.2% |