Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $33,148 | $178,174-81.4% | $156,181-78.8% | $137,256-75.8% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.8%-36.0pp | 80.0%-37.1pp |
| Annual return | 21.00% | 84.19%-63.2pp | 64.87%-43.9pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,477 | $4,972-70.3% | $4,294-65.6% | $4,156-64.4% |
| Participant deferral / active EE | $2,459 | $6,888-64.3% | $6,132-59.9% | $6,407-61.6% |
| Admin fee / account holder | $3,825 | $17,404-78.0% | $14,586-73.8% | $12,270-68.8% |