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 | $37,242 | $112,729-67.0% | $98,716-62.3% | $137,256-72.9% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.3%-44.3pp | 80.0%-55.0pp |
| Annual return | 15.90% | 38.48%-22.6pp | 31.81%-15.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $970 | $2,725-64.4% | $2,279-57.4% | $4,156-76.7% |
| Participant deferral / active EE | $1,347 | $4,640-71.0% | $4,048-66.7% | $6,407-79.0% |
| Admin fee / account holder | $364 | $10,129-96.4% | $8,703-95.8% | $12,270-97.0% |