Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $26,080 | $138,312-81.1% | $122,979-78.8% | $155,188-83.2% |
| Participation rate | 47.6% | 80.2%-32.6pp | 77.2%-29.6pp | 80.8%-33.2pp |
| Annual return | 31.68% | 22.06%+9.6pp | 20.12%+11.6pp | 148.84%-117.2pp |
| Employer contribution / active EE | $886 | $3,530-74.9% | $3,062-71.1% | $4,248-79.1% |
| Participant deferral / active EE | $2,166 | $5,592-61.3% | $5,003-56.7% | $6,531-66.8% |
| Admin fee / account holder | $3,918 | $15,089-74.0% | $12,864-69.5% | $14,480-72.9% |