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 | $33,286 | $76,407-56.4% | $150,298-77.9% | $82,448-59.6% |
| Participation rate | 38.5% | 66.4%-27.9pp | 77.8%-39.3pp | 68.1%-29.6pp |
| Annual return | 277.09% | 39.99%+237.1pp | 62.79%+214.3pp | 41.64%+235.5pp |
| Employer contribution / active EE | $933 | $2,614-64.3% | $4,154-77.5% | $2,551-63.4% |
| Participant deferral / active EE | $1,740 | $3,214-45.9% | $5,453-68.1% | $4,139-58.0% |
| Admin fee / account holder | $3,404 | $6,352-46.4% | $14,116-75.9% | $7,234-52.9% |