Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $35,507 | $39,028-9.0% | $80,741-56.0% | $85,847-58.6% |
| Participation rate | 28.6% | 41.6%-13.0pp | 54.2%-25.6pp | 69.3%-40.7pp |
| Annual return | 20.09% | 26.31%-6.2pp | 87.30%-67.2pp | 318.61%-298.5pp |
| Employer contribution / active EE | $619 | $722-14.3% | $1,160-46.7% | $2,565-75.9% |
| Participant deferral / active EE | $2,905 | $1,326+119.1% | $2,145+35.4% | $3,952-26.5% |
| Admin fee / account holder | $2,732 | $2,429+12.5% | $3,380-19.2% | $6,261-56.4% |