Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $41,225 | $106,864-61.4% | $147,318-72.0% | $82,637-50.1% |
| Participation rate | 45.2% | 75.5%-30.3pp | 82.1%-36.9pp | 68.1%-22.9pp |
| Annual return | 18.87% | 27.49%-8.6pp | 70.43%-51.6pp | 53.51%-34.6pp |
| Employer contribution / active EE | $1,232 | $3,417-63.9% | $4,593-73.2% | $2,552-51.7% |
| Participant deferral / active EE | $3,276 | $6,496-49.6% | $7,906-58.6% | $4,126-20.6% |
| Admin fee / account holder | $3,405 | $8,415-59.5% | $13,708-75.2% | $7,339-53.6% |