Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $28,818 | $73,978-61.0% | $96,515-70.1% | $75,173-61.7% |
| Participation rate | 32.5% | 66.4%-33.9pp | 74.3%-41.8pp | 67.2%-34.7pp |
| Annual return | 22.98% | 26.72%-3.7pp | 35.73%-12.7pp | 160.72%-137.7pp |
| Employer contribution / active EE | $1,125 | $2,931-61.6% | $3,740-69.9% | $2,671-57.9% |
| Participant deferral / active EE | $1,660 | $3,660-54.6% | $4,880-66.0% | $4,126-59.8% |
| Admin fee / account holder | $1,473 | $5,219-71.8% | $6,735-78.1% | $5,651-73.9% |