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 | $24,427 | $211,288-88.4% | $178,540-86.3% | $145,884-83.3% |
| Participation rate | 37.5% | 80.8%-43.3pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 13.90% | 30.27%-16.4pp | 27.15%-13.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $818 | $4,574-82.1% | $3,953-79.3% | $4,662-82.5% |
| Participant deferral / active EE | $3,114 | $6,967-55.3% | $6,281-50.4% | $6,690-53.5% |
| Admin fee / account holder | $972 | $12,105-92.0% | $10,424-90.7% | $13,392-92.7% |