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 | $29,100 | $72,269-59.7% | $101,271-71.3% | $79,852-63.6% |
| Participation rate | 69.2% | 68.5%+0.8pp | 75.8%-6.6pp | 69.6%-0.4pp |
| Annual return | 18.63% | 22.29%-3.7pp | 46.48%-27.8pp | 31.72%-13.1pp |
| Employer contribution / active EE | $1,350 | $2,692-49.9% | $3,660-63.1% | $2,471-45.4% |
| Participant deferral / active EE | $3,481 | $3,282+6.1% | $4,371-20.3% | $3,740-6.9% |
| Admin fee / account holder | $1,369 | $4,401-68.9% | $5,948-77.0% | $5,306-74.2% |