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 | $41,953 | $110,410-62.0% | $102,437-59.0% | $145,897-71.2% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 14.59% | 24.85%-10.3pp | 24.95%-10.4pp | 552.29%-537.7pp |
| Employer contribution / active EE | $957 | $4,217-77.3% | $3,871-75.3% | $4,663-79.5% |
| Participant deferral / active EE | $1,636 | $5,622-70.9% | $5,060-67.7% | $6,689-75.5% |
| Admin fee / account holder | $757 | $9,745-92.2% | $8,388-91.0% | $13,390-94.3% |