Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $44,663 | $103,164-56.7% | $90,259-50.5% | $154,746-71.1% |
| Participation rate | 35.7% | 76.1%-40.4pp | 70.7%-35.0pp | 80.7%-45.0pp |
| Annual return | 18.70% | 19.25%-0.6pp | 18.88%-0.2pp | 172.34%-153.6pp |
| Employer contribution / active EE | $752 | $2,532-70.3% | $2,291-67.2% | $4,379-82.8% |
| Participant deferral / active EE | $1,361 | $4,422-69.2% | $3,827-64.4% | $6,730-79.8% |
| Admin fee / account holder | $671 | $8,593-92.2% | $7,267-90.8% | $14,365-95.3% |