Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $35,649 | $53,128-32.9% | $86,581-58.8% | $70,124-49.2% |
| Participation rate | 64.6% | 65.3%-0.7pp | 73.5%-9.0pp | 69.5%-5.0pp |
| Annual return | 19.01% | 27.66%-8.6pp | 965.06%-946.0pp | 73.14%-54.1pp |
| Employer contribution / active EE | $353 | $2,068-82.9% | $2,840-87.6% | $2,342-84.9% |
| Participant deferral / active EE | $2,136 | $2,695-20.8% | $3,609-40.8% | $3,332-35.9% |
| Admin fee / account holder | $1,074 | $3,584-70.0% | $4,904-78.1% | $4,645-76.9% |