Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $36,630 | $139,948-73.8% | $121,663-69.9% | $154,746-76.3% |
| Participation rate | 23.1% | 78.0%-54.9pp | 74.5%-51.4pp | 80.7%-57.6pp |
| Annual return | 20.31% | 230.52%-210.2pp | 147.54%-127.2pp | 172.34%-152.0pp |
| Employer contribution / active EE | $774 | $3,521-78.0% | $3,020-74.4% | $4,379-82.3% |
| Participant deferral / active EE | $1,697 | $5,629-69.9% | $4,887-65.3% | $6,730-74.8% |
| Admin fee / account holder | $2,452 | $17,321-85.8% | $14,289-82.8% | $14,365-82.9% |