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 | $39,178 | $106,247-63.1% | $96,515-59.4% | $139,466-71.9% |
| Participation rate | 38.5% | 77.8%-39.4pp | 74.3%-35.9pp | 80.3%-41.9pp |
| Annual return | 17.67% | 38.47%-20.8pp | 35.73%-18.1pp | 373.66%-356.0pp |
| Employer contribution / active EE | $1,557 | $4,106-62.1% | $3,740-58.4% | $4,754-67.2% |
| Participant deferral / active EE | $4,015 | $5,456-26.4% | $4,880-17.7% | $6,712-40.2% |
| Admin fee / account holder | $7,589 | $7,885-3.8% | $6,735+12.7% | $11,409-33.5% |