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 | $34,160 | $115,225-70.4% | $100,712-66.1% | $138,895-75.4% |
| Participation rate | 60.9% | 74.3%-13.5pp | 69.3%-8.4pp | 79.9%-19.0pp |
| Annual return | 16.42% | 40.35%-23.9pp | 33.27%-16.8pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,843 | $2,771-33.5% | $2,313-20.3% | $4,194-56.1% |
| Participant deferral / active EE | $3,815 | $4,699-18.8% | $4,085-6.6% | $6,396-40.4% |
| Admin fee / account holder | $26,670 | $10,844+145.9% | $9,256+188.1% | $12,562+112.3% |