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 | $25,329 | $72,269-65.0% | $101,271-75.0% | $79,852-68.3% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 28.02% | 22.29%+5.7pp | 46.48%-18.5pp | 31.72%-3.7pp |
| Employer contribution / active EE | $5,889 | $2,692+118.8% | $3,660+60.9% | $2,471+138.3% |
| Participant deferral / active EE | $1,850 | $3,282-43.6% | $4,371-57.7% | $3,740-50.5% |
| Admin fee / account holder | $913 | $4,401-79.3% | $5,948-84.6% | $5,306-82.8% |