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 | $77,100 | $162,136-52.4% | $152,301-49.4% | $154,746-50.2% |
| Participation rate | 37.5% | 84.1%-46.6pp | 82.4%-44.9pp | 80.7%-43.2pp |
| Annual return | 18.94% | 91.02%-72.1pp | 80.50%-61.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,461 | $4,890-70.1% | $4,624-68.4% | $4,379-66.6% |
| Participant deferral / active EE | $3,471 | $8,341-58.4% | $8,004-56.6% | $6,730-48.4% |
| Admin fee / account holder | $1,429 | $15,759-90.9% | $14,398-90.1% | $14,365-90.1% |