Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $31,017 | $183,516-83.1% | $155,534-80.1% | $145,884-78.7% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 11.55% | 61.43%-49.9pp | 64.92%-53.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $1,552 | $5,315-70.8% | $4,675-66.8% | $4,662-66.7% |
| Participant deferral / active EE | $1,862 | $6,467-71.2% | $5,630-66.9% | $6,690-72.2% |
| Admin fee / account holder | $1,426 | $19,293-92.6% | $15,900-91.0% | $13,392-89.4% |