Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $31,966 | $64,920-50.8% | $103,693-69.2% | $86,983-63.3% |
| Participation rate | 41.9% | 63.6%-21.7pp | 72.6%-30.7pp | 69.5%-27.6pp |
| Annual return | 19.61% | 30.29%-10.7pp | 47.61%-28.0pp | 25.83%-6.2pp |
| Employer contribution / active EE | $1,177 | $2,141-45.0% | $2,920-59.7% | $2,584-54.5% |
| Participant deferral / active EE | $1,605 | $3,241-50.5% | $4,579-65.0% | $4,194-61.7% |
| Admin fee / account holder | $3,181 | $6,191-48.6% | $7,858-59.5% | $7,856-59.5% |