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 | $42,607 | $135,956-68.7% | $123,894-65.6% | $273,972-84.4% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 6.73% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,608 | $5,170-49.5% | $4,617-43.5% | $4,869-46.4% |
| Participant deferral / active EE | $4,712 | $6,343-25.7% | $5,984-21.3% | $5,287-10.9% |
| Admin fee / account holder | $18,063 | $9,817+84.0% | $8,357+116.1% | $10,133+78.3% |