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 | $39,067 | $73,978-47.2% | $96,515-59.5% | $75,173-48.0% |
| Participation rate | 33.9% | 66.4%-32.6pp | 74.3%-40.5pp | 67.2%-33.3pp |
| Annual return | 22.47% | 26.72%-4.3pp | 35.73%-13.3pp | 160.72%-138.3pp |
| Employer contribution / active EE | $1,576 | $2,931-46.2% | $3,740-57.9% | $2,671-41.0% |
| Participant deferral / active EE | $3,373 | $3,660-7.9% | $4,880-30.9% | $4,126-18.3% |
| Admin fee / account holder | $493 | $5,219-90.6% | $6,735-92.7% | $5,651-91.3% |