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 | $38,463 | $199,109-80.7% | $173,730-77.9% | $154,746-75.1% |
| Participation rate | 56.5% | 82.8%-26.3pp | 79.6%-23.1pp | 80.7%-24.2pp |
| Annual return | 19.80% | 20.02%-0.2pp | 19.96%-0.2pp | 172.34%-152.5pp |
| Employer contribution / active EE | $1,703 | $5,311-67.9% | $4,577-62.8% | $4,379-61.1% |
| Participant deferral / active EE | $3,784 | $7,113-46.8% | $6,326-40.2% | $6,730-43.8% |
| Admin fee / account holder | $2,423 | $20,916-88.4% | $17,523-86.2% | $14,365-83.1% |