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 | $27,760 | $44,984-38.3% | $85,009-67.3% | $74,546-62.8% |
| Participation rate | 36.1% | 49.4%-13.3pp | 67.5%-31.4pp | 67.2%-31.1pp |
| Annual return | 13.30% | 26.25%-12.9pp | 66.47%-53.2pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $1,060 | $1,458-27.3% | $2,728-61.2% | $2,624-59.6% |
| Participant deferral / active EE | $1,550 | $2,733-43.3% | $4,522-65.7% | $4,347-64.4% |
| Admin fee / account holder | $1,007 | $2,208-54.4% | $6,153-83.6% | $1,944-48.2% |