Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $61,839 | $107,809-42.6% | $97,032-36.3% | $155,188-60.2% |
| Participation rate | 12.5% | 75.5%-63.0pp | 71.6%-59.1pp | 80.8%-68.3pp |
| Annual return | 27.12% | 38.06%-10.9pp | 35.38%-8.3pp | 148.84%-121.7pp |
| Employer contribution / active EE | $377 | $2,911-87.0% | $2,629-85.6% | $4,248-91.1% |
| Participant deferral / active EE | $3,388 | $5,129-34.0% | $4,672-27.5% | $6,531-48.1% |
| Admin fee / account holder | $551 | $10,717-94.9% | $9,418-94.1% | $14,480-96.2% |