Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $31,130 | $110,337-71.8% | $102,383-69.6% | $145,877-78.7% |
| Participation rate | 60.9% | 77.9%-17.1pp | 74.5%-13.6pp | 80.3%-19.4pp |
| Annual return | 14.19% | 24.83%-10.6pp | 24.94%-10.7pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,854 | $4,216-56.0% | $3,870-52.1% | $4,663-60.2% |
| Participant deferral / active EE | $2,894 | $5,621-48.5% | $5,060-42.8% | $6,691-56.7% |
| Admin fee / account holder | $6,668 | $9,750-31.6% | $8,391-20.5% | $13,402-50.2% |