Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $25,827 | $106,280-75.7% | $96,538-73.2% | $139,487-81.5% |
| Participation rate | 60.9% | 77.8%-17.0pp | 74.3%-13.5pp | 80.3%-19.5pp |
| Annual return | 13.01% | 38.48%-25.5pp | 35.74%-22.7pp | 373.84%-360.8pp |
| Employer contribution / active EE | $1,085 | $4,107-73.6% | $3,740-71.0% | $4,755-77.2% |
| Participant deferral / active EE | $1,827 | $5,457-66.5% | $4,880-62.6% | $6,713-72.8% |
| Admin fee / account holder | $8,857 | $7,888+12.3% | $6,737+31.5% | $11,407-22.4% |