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 | $38,752 | $112,729-65.6% | $98,716-60.7% | $137,256-71.8% |
| Participation rate | 68.8% | 74.2%-5.5pp | 69.3%-0.5pp | 80.0%-11.2pp |
| Annual return | 34.58% | 38.48%-3.9pp | 31.81%+2.8pp | 220.34%-185.8pp |
| Employer contribution / active EE | $3,805 | $2,725+39.6% | $2,279+67.0% | $4,156-8.4% |
| Participant deferral / active EE | $4,907 | $4,640+5.8% | $4,048+21.2% | $6,407-23.4% |
| Admin fee / account holder | $4,946 | $10,129-51.2% | $8,703-43.2% | $12,270-59.7% |