Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $37,428 | $93,589-60.0% | $135,942-72.5% | $75,181-50.2% |
| Participation rate | 53.3% | 75.2%-21.9pp | 81.9%-28.6pp | 67.2%-13.9pp |
| Annual return | 22.14% | 30.90%-8.8pp | 68.28%-46.1pp | 160.69%-138.5pp |
| Employer contribution / active EE | $1,499 | $3,537-57.6% | $4,858-69.1% | $2,671-43.9% |
| Participant deferral / active EE | $8,727 | $6,405+36.2% | $7,759+12.5% | $4,126+111.5% |
| Admin fee / account holder | $1,572 | $6,977-77.5% | $10,764-85.4% | $5,650-72.2% |