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 | $33,819 | $48,053-29.6% | $84,623-60.0% | $72,983-53.7% |
| Participation rate | 44.4% | 57.6%-13.1pp | 68.2%-23.8pp | 69.5%-25.0pp |
| Annual return | 21.44% | 37.39%-15.9pp | 258.77%-237.3pp | 81.01%-59.6pp |
| Employer contribution / active EE | $1,385 | $1,602-13.5% | $2,652-47.8% | $2,440-43.2% |
| Participant deferral / active EE | $1,576 | $2,681-41.2% | $3,899-59.6% | $3,608-56.3% |
| Admin fee / account holder | $6,381 | $3,395+87.9% | $4,913+29.9% | $5,124+24.5% |