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 | $34,292 | $157,296-78.2% | $141,191-75.7% | $152,897-77.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 24.85% | 64.34%-39.5pp | 71.41%-46.6pp | 345.43%-320.6pp |
| Employer contribution / active EE | $2,954 | $5,262-43.9% | $4,736-37.6% | $4,764-38.0% |
| Participant deferral / active EE | $8,336 | $7,111+17.2% | $6,710+24.2% | $5,851+42.5% |
| Admin fee / account holder | $1,201 | $12,125-90.1% | $10,264-88.3% | $11,599-89.6% |