Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $37,496 | $156,616-76.1% | $133,346-71.9% | $198,609-81.1% |
| Participation rate | 57.1% | 77.7%-20.6pp | 72.8%-15.7pp | 82.4%-25.2pp |
| Annual return | 21.06% | 44.25%-23.2pp | 36.85%-15.8pp | 202.70%-181.6pp |
| Employer contribution / active EE | $897 | $3,368-73.4% | $2,853-68.6% | $5,055-82.3% |
| Participant deferral / active EE | $5,187 | $4,920+5.4% | $4,332+19.7% | $6,977-25.7% |
| Admin fee / account holder | $635 | $17,468-96.4% | $14,264-95.6% | $19,030-96.7% |