Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $27,611 | $225,673-87.8% | $203,872-86.5% | $155,188-82.2% |
| Participation rate | 27.3% | 80.3%-53.0pp | 77.8%-50.5pp | 80.8%-53.5pp |
| Annual return | 12.36% | 95.91%-83.6pp | 85.11%-72.7pp | 148.84%-136.5pp |
| Employer contribution / active EE | $678 | $4,099-83.5% | $3,757-82.0% | $4,248-84.0% |
| Participant deferral / active EE | $3,739 | $6,893-45.8% | $6,388-41.5% | $6,531-42.7% |
| Admin fee / account holder | $14,084 | $12,327+14.3% | $11,730+20.1% | $14,480-2.7% |