Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $33,687 | $51,606-34.7% | $129,339-74.0% | $80,911-58.4% |
| Participation rate | 56.8% | 57.0%-0.2pp | 69.6%-12.9pp | 67.6%-10.9pp |
| Annual return | 18.42% | 20.76%-2.3pp | 9437.05%-9418.6pp | 35.63%-17.2pp |
| Employer contribution / active EE | $1,792 | $1,582+13.2% | $4,154-56.9% | $2,756-35.0% |
| Participant deferral / active EE | $3,922 | $2,669+47.0% | $4,170-5.9% | $4,297-8.7% |
| Admin fee / account holder | $973 | $4,310-77.4% | $7,668-87.3% | $6,935-86.0% |