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 | $37,290 | $111,535-66.6% | $105,223-64.6% | $137,256-72.8% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.0%-5.8pp | 80.0%-10.7pp |
| Annual return | 12.40% | 237.85%-225.5pp | 180.65%-168.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $2,083 | $3,939-47.1% | $3,689-43.5% | $4,156-49.9% |
| Participant deferral / active EE | $2,902 | $5,500-47.2% | $5,072-42.8% | $6,407-54.7% |
| Admin fee / account holder | $27,019 | $9,721+177.9% | $8,859+205.0% | $12,270+120.2% |