Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,065 | $87,166-77.0% | $76,735-73.9% | $137,256-85.4% |
| Participation rate | 36.4% | 74.4%-38.0pp | 69.5%-33.1pp | 80.0%-43.6pp |
| Annual return | 13.21% | 26.50%-13.3pp | 29.77%-16.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $830 | $2,904-71.4% | $2,454-66.2% | $4,156-80.0% |
| Participant deferral / active EE | $1,362 | $4,726-71.2% | $4,088-66.7% | $6,407-78.7% |
| Admin fee / account holder | $2,174 | $8,403-74.1% | $7,189-69.8% | $12,270-82.3% |