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 | $62,459 | $106,923-41.6% | $84,023-25.7% | $152,909-59.2% |
| Participation rate | 65.2% | 75.3%-10.0pp | 69.0%-3.8pp | 82.5%-17.2pp |
| Annual return | 23.26% | 105.02%-81.8pp | 71.32%-48.1pp | 345.46%-322.2pp |
| Employer contribution / active EE | $386 | $2,735-85.9% | $1,984-80.5% | $4,764-91.9% |
| Participant deferral / active EE | $3,756 | $4,013-6.4% | $3,239+16.0% | $5,851-35.8% |
| Admin fee / account holder | $1,504 | $8,289-81.9% | $6,102-75.4% | $11,601-87.0% |