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 | $32,203 | $124,425-74.1% | $112,040-71.3% | $137,256-76.5% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 18.16% | 24.72%-6.6pp | 24.52%-6.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,258 | $3,411-33.8% | $2,954-23.6% | $4,156-45.7% |
| Participant deferral / active EE | $3,732 | $5,718-34.7% | $5,098-26.8% | $6,407-41.7% |
| Admin fee / account holder | $3,428 | $15,207-77.5% | $12,098-71.7% | $12,270-72.1% |