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 | $64,301 | $104,709-38.6% | $85,705-25.0% | $167,553-61.6% |
| Participation rate | 45.8% | 76.4%-30.5pp | 69.9%-24.0pp | 82.1%-36.3pp |
| Annual return | 16.18% | 21.45%-5.3pp | 21.49%-5.3pp | 478.89%-462.7pp |
| Employer contribution / active EE | $1,505 | $3,338-54.9% | $2,619-42.5% | $4,840-68.9% |
| Participant deferral / active EE | $3,265 | $4,827-32.4% | $3,924-16.8% | $6,343-48.5% |
| Admin fee / account holder | $2,040 | $10,036-79.7% | $6,877-70.3% | $12,316-83.4% |