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 | $30,652 | $97,125-68.4% | $86,233-64.5% | $137,256-77.7% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.0%-11.9pp | 80.0%-22.8pp |
| Annual return | 11.63% | 74.19%-62.6pp | 61.39%-49.8pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,990 | $2,841-29.9% | $2,504-20.5% | $4,156-52.1% |
| Participant deferral / active EE | $4,037 | $5,180-22.1% | $4,559-11.5% | $6,407-37.0% |
| Admin fee / account holder | $30,432 | $9,725+212.9% | $8,342+264.8% | $12,270+148.0% |