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 | $39,003 | $65,361-40.3% | $92,903-58.0% | $72,983-46.6% |
| Participation rate | 28.0% | 68.3%-40.3pp | 76.0%-48.0pp | 69.5%-41.5pp |
| Annual return | 23.99% | 42.11%-18.1pp | 109.43%-85.4pp | 81.01%-57.0pp |
| Employer contribution / active EE | $1,552 | $2,594-40.2% | $3,653-57.5% | $2,440-36.4% |
| Participant deferral / active EE | $2,563 | $3,128-18.1% | $4,238-39.5% | $3,608-28.9% |
| Admin fee / account holder | $1,563 | $4,251-63.2% | $5,795-73.0% | $5,124-69.5% |