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 | $47,487 | $63,346-25.0% | $92,240-48.5% | $70,126-32.3% |
| Participation rate | 67.9% | 68.7%-0.8pp | 76.5%-8.6pp | 69.5%-1.7pp |
| Annual return | 13.61% | 530.19%-516.6pp | 176.29%-162.7pp | 73.15%-59.5pp |
| Employer contribution / active EE | $1,060 | $2,471-57.1% | $3,680-71.2% | $2,343-54.7% |
| Participant deferral / active EE | $2,640 | $2,854-7.5% | $3,897-32.3% | $3,332-20.8% |
| Admin fee / account holder | $1,843 | $3,841-52.0% | $5,194-64.5% | $4,645-60.3% |