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 | $38,882 | $106,280-63.4% | $96,538-59.7% | $139,487-72.1% |
| Participation rate | 55.0% | 77.8%-22.8pp | 74.3%-19.3pp | 80.3%-25.3pp |
| Annual return | 17.49% | 38.48%-21.0pp | 35.74%-18.3pp | 373.84%-356.4pp |
| Employer contribution / active EE | $1,481 | $4,107-63.9% | $3,740-60.4% | $4,755-68.9% |
| Participant deferral / active EE | $2,675 | $5,457-51.0% | $4,880-45.2% | $6,713-60.1% |
| Admin fee / account holder | $3,051 | $7,888-61.3% | $6,737-54.7% | $11,407-73.3% |