Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $29,674 | $106,247-72.1% | $96,515-69.3% | $139,466-78.7% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 27.83% | 38.47%-10.6pp | 35.73%-7.9pp | 373.66%-345.8pp |
| Employer contribution / active EE | $1,595 | $4,106-61.2% | $3,740-57.3% | $4,754-66.4% |
| Participant deferral / active EE | $2,083 | $5,456-61.8% | $4,880-57.3% | $6,712-69.0% |
| Admin fee / account holder | $851 | $7,885-89.2% | $6,735-87.4% | $11,409-92.5% |