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 | $44,653 | $182,442-75.5% | $163,379-72.7% | $138,895-67.9% |
| Participation rate | 56.3% | 79.8%-23.5pp | 76.8%-20.6pp | 79.9%-23.7pp |
| Annual return | 10.61% | 72.74%-62.1pp | 63.41%-52.8pp | 145.39%-134.8pp |
| Employer contribution / active EE | $1,517 | $4,159-63.5% | $3,752-59.6% | $4,194-63.8% |
| Participant deferral / active EE | $1,739 | $6,817-74.5% | $6,282-72.3% | $6,396-72.8% |
| Admin fee / account holder | $5,734 | $10,396-44.8% | $9,818-41.6% | $12,562-54.4% |