Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $36,362 | $174,379-79.1% | $152,093-76.1% | $138,895-73.8% |
| Participation rate | 36.8% | 81.6%-44.8pp | 77.8%-40.9pp | 79.9%-43.1pp |
| Annual return | 18.67% | 74.86%-56.2pp | 66.36%-47.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $983 | $4,652-78.9% | $4,175-76.4% | $4,194-76.6% |
| Participant deferral / active EE | $2,102 | $6,159-65.9% | $5,451-61.4% | $6,396-67.1% |
| Admin fee / account holder | $962 | $16,880-94.3% | $14,497-93.4% | $12,562-92.3% |