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 | $31,301 | $165,361-81.1% | $149,715-79.1% | $158,950-80.3% |
| Participation rate | 35.3% | 84.6%-49.3pp | 82.5%-47.2pp | 82.0%-46.7pp |
| Annual return | 16.60% | 348.24%-331.6pp | 276.66%-260.1pp | 302.91%-286.3pp |
| Employer contribution / active EE | $916 | $5,103-82.1% | $4,645-80.3% | $4,762-80.8% |
| Participant deferral / active EE | $2,623 | $7,182-63.5% | $6,842-61.7% | $5,983-56.1% |
| Admin fee / account holder | $396 | $10,808-96.3% | $9,310-95.7% | $11,248-96.5% |