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 | $55,904 | $154,228-63.8% | $145,433-61.6% | $137,256-59.3% |
| Participation rate | 31.3% | 83.8%-52.5pp | 82.1%-50.9pp | 80.0%-48.7pp |
| Annual return | 17.24% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $883 | $4,804-81.6% | $4,554-80.6% | $4,156-78.8% |
| Participant deferral / active EE | $2,701 | $8,216-67.1% | $7,897-65.8% | $6,407-57.8% |
| Admin fee / account holder | $31,677 | $14,344+120.8% | $13,129+141.3% | $12,270+158.2% |