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 | $40,581 | $45,152-10.1% | $73,836-45.0% | $59,633-31.9% |
| Participation rate | 68.6% | 64.0%+4.6pp | 73.4%-4.9pp | 68.7%-0.1pp |
| Annual return | 1.94% | 27.40%-25.5pp | 2268.06%-2266.1pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $2,133 | $1,901+12.2% | $2,787-23.5% | $2,203-3.2% |
| Participant deferral / active EE | $4,251 | $2,573+65.2% | $3,583+18.6% | $3,192+33.2% |
| Admin fee / account holder | $8,478 | $3,515+141.2% | $4,882+73.7% | $4,297+97.3% |