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 | $34,815 | $64,734-46.2% | $90,796-61.7% | $64,097-45.7% |
| Participation rate | 43.8% | 53.2%-9.4pp | 69.5%-25.7pp | 55.2%-11.4pp |
| Annual return | 18.46% | 17.77%+0.7pp | 19.29%-0.8pp | 34.64%-16.2pp |
| Employer contribution / active EE | $820 | $1,703-51.8% | $2,294-64.2% | $1,891-56.6% |
| Participant deferral / active EE | $1,629 | $2,629-38.1% | $3,822-57.4% | $3,080-47.1% |
| Admin fee / account holder | $3,005 | $3,474-13.5% | $7,024-57.2% | $3,454-13.0% |