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 | $36,300 | $77,460-53.1% | $100,378-63.8% | $80,925-55.1% |
| Participation rate | 37.7% | 76.9%-39.3pp | 81.5%-43.8pp | 67.7%-30.0pp |
| Annual return | 12.89% | 37.24%-24.3pp | 49.41%-36.5pp | 35.65%-22.8pp |
| Employer contribution / active EE | $1,375 | $2,801-50.9% | $3,942-65.1% | $2,756-50.1% |
| Participant deferral / active EE | $3,103 | $6,818-54.5% | $8,087-61.6% | $4,299-27.8% |
| Admin fee / account holder | $9,069 | $5,887+54.1% | $7,899+14.8% | $6,940+30.7% |