Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $32,549 | $115,810-71.9% | $101,271-67.9% | $158,966-79.5% |
| Participation rate | 40.9% | 79.4%-38.5pp | 75.8%-34.9pp | 82.0%-41.1pp |
| Annual return | 14.34% | 56.15%-41.8pp | 46.48%-32.1pp | 302.95%-288.6pp |
| Employer contribution / active EE | $933 | $4,175-77.6% | $3,660-74.5% | $4,762-80.4% |
| Participant deferral / active EE | $2,192 | $4,958-55.8% | $4,371-49.8% | $5,983-63.4% |
| Admin fee / account holder | $910 | $7,248-87.4% | $5,948-84.7% | $11,250-91.9% |