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 | $31,476 | $80,748-61.0% | $102,383-69.3% | $74,429-57.7% |
| Participation rate | 38.4% | 65.7%-27.3pp | 74.5%-36.1pp | 67.2%-28.8pp |
| Annual return | 16.07% | 27.57%-11.5pp | 24.94%-8.9pp | 1368.38%-1352.3pp |
| Employer contribution / active EE | $1,130 | $3,159-64.2% | $3,870-70.8% | $2,625-57.0% |
| Participant deferral / active EE | $2,317 | $3,861-40.0% | $5,060-54.2% | $4,348-46.7% |
| Admin fee / account holder | $1,413 | $2,371-40.4% | $8,391-83.2% | $1,944-27.3% |