Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $43,856 | $115,225-61.9% | $100,712-56.5% | $138,895-68.4% |
| Participation rate | 37.5% | 74.3%-36.8pp | 69.3%-31.8pp | 79.9%-42.4pp |
| Annual return | 19.98% | 40.35%-20.4pp | 33.27%-13.3pp | 145.39%-125.4pp |
| Employer contribution / active EE | $1,126 | $2,771-59.4% | $2,313-51.3% | $4,194-73.1% |
| Participant deferral / active EE | $5,309 | $4,699+13.0% | $4,085+30.0% | $6,396-17.0% |
| Admin fee / account holder | $4,796 | $10,844-55.8% | $9,256-48.2% | $12,562-61.8% |