Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $46,519 | $117,859-60.5% | $102,438-54.6% | $145,959-68.1% |
| Participation rate | 41.7% | 78.6%-36.9pp | 76.5%-34.8pp | 80.3%-38.6pp |
| Annual return | 13.81% | 31.72%-17.9pp | 29.37%-15.6pp | 561.95%-548.1pp |
| Employer contribution / active EE | $921 | $3,615-74.5% | $3,024-69.5% | $4,661-80.2% |
| Participant deferral / active EE | $3,633 | $5,732-36.6% | $5,054-28.1% | $6,689-45.7% |
| Admin fee / account holder | $1,209 | $13,318-90.9% | $9,448-87.2% | $13,398-91.0% |