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 | $37,969 | $154,228-75.4% | $145,433-73.9% | $137,256-72.3% |
| Participation rate | 23.1% | 83.8%-60.7pp | 82.1%-59.0pp | 80.0%-56.9pp |
| Annual return | 15.03% | 74.59%-59.6pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $930 | $4,804-80.7% | $4,554-79.6% | $4,156-77.6% |
| Participant deferral / active EE | $4,212 | $8,216-48.7% | $7,897-46.7% | $6,407-34.3% |
| Admin fee / account holder | $586 | $14,344-95.9% | $13,129-95.5% | $12,270-95.2% |