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 | $31,164 | $178,174-82.5% | $156,181-80.0% | $137,256-77.3% |
| Participation rate | 65.0% | 82.0%-17.0pp | 78.8%-13.8pp | 80.0%-15.0pp |
| Annual return | 15.60% | 84.19%-68.6pp | 64.87%-49.3pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,451 | $4,972-70.8% | $4,294-66.2% | $4,156-65.1% |
| Participant deferral / active EE | $4,268 | $6,888-38.0% | $6,132-30.4% | $6,407-33.4% |
| Admin fee / account holder | $1,462 | $17,404-91.6% | $14,586-90.0% | $12,270-88.1% |