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 | $38,811 | $103,393-62.5% | $87,103-55.4% | $152,909-74.6% |
| Participation rate | 64.7% | 79.4%-14.6pp | 76.9%-12.2pp | 82.5%-17.7pp |
| Annual return | 20.94% | 28.10%-7.2pp | 28.19%-7.2pp | 345.46%-324.5pp |
| Employer contribution / active EE | $1,372 | $3,221-57.4% | $2,521-45.6% | $4,764-71.2% |
| Participant deferral / active EE | $5,186 | $4,778+8.5% | $4,049+28.1% | $5,851-11.4% |
| Admin fee / account holder | $7,431 | $12,195-39.1% | $7,491-0.8% | $11,601-35.9% |