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 | $31,157 | $98,776-68.5% | $149,745-79.2% | $79,856-61.0% |
| Participation rate | 64.4% | 75.8%-11.3pp | 82.5%-18.0pp | 69.6%-5.2pp |
| Annual return | 16.93% | 27.38%-10.4pp | 276.72%-259.8pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,720 | $3,217-46.5% | $4,646-63.0% | $2,471-30.4% |
| Participant deferral / active EE | $4,220 | $5,681-25.7% | $6,843-38.3% | $3,741+12.8% |
| Admin fee / account holder | $2,350 | $6,053-61.2% | $9,312-74.8% | $5,306-55.7% |