Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $35,687 | $135,956-73.8% | $123,894-71.2% | $273,972-87.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 4.49% | 56.63%-52.1pp | 47.52%-43.0pp | 41.46%-37.0pp |
| Employer contribution / active EE | $2,616 | $5,170-49.4% | $4,617-43.3% | $4,869-46.3% |
| Participant deferral / active EE | $4,335 | $6,343-31.7% | $5,984-27.6% | $5,287-18.0% |
| Admin fee / account holder | $2,032 | $9,817-79.3% | $8,357-75.7% | $10,133-79.9% |