Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $31,756 | $110,212-71.2% | $96,534-67.1% | $139,466-77.2% |
| Participation rate | 62.5% | 78.1%-15.6pp | 76.0%-13.5pp | 80.3%-17.8pp |
| Annual return | 18.81% | 26.42%-7.6pp | 25.88%-7.1pp | 373.66%-354.9pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,374 | $5,547-57.2% | $4,851-51.1% | $6,712-64.6% |
| Admin fee / account holder | $6,838 | $11,599-41.0% | $8,253-17.1% | $11,409-40.1% |