Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $33,901 | $102,609-67.0% | $98,090-65.4% | $138,895-75.6% |
| Participation rate | 42.9% | 82.8%-39.9pp | 81.5%-38.7pp | 79.9%-37.1pp |
| Annual return | 12.67% | 36.44%-23.8pp | 37.05%-24.4pp | 145.39%-132.7pp |
| Employer contribution / active EE | $1,122 | $3,867-71.0% | $3,606-68.9% | $4,194-73.3% |
| Participant deferral / active EE | $5,707 | $8,167-30.1% | $7,845-27.2% | $6,396-10.8% |
| Admin fee / account holder | $418 | $11,434-96.3% | $11,815-96.5% | $12,562-96.7% |