Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $31,268 | $93,598-66.6% | $135,974-77.0% | $75,173-58.4% |
| Participation rate | 14.3% | 75.2%-60.9pp | 81.9%-67.6pp | 67.2%-52.9pp |
| Annual return | 16.02% | 30.89%-14.9pp | 68.30%-52.3pp | 160.72%-144.7pp |
| Employer contribution / active EE | $1,372 | $3,538-61.2% | $4,859-71.8% | $2,671-48.6% |
| Participant deferral / active EE | $3,459 | $6,405-46.0% | $7,760-55.4% | $4,126-16.2% |
| Admin fee / account holder | $3,103 | $6,978-55.5% | $10,767-71.2% | $5,651-45.1% |