Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $76,677 | $106,247-27.8% | $96,515-20.6% | $139,466-45.0% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 20.08% | 38.47%-18.4pp | 35.73%-15.7pp | 373.66%-353.6pp |
| Employer contribution / active EE | $901 | $4,106-78.1% | $3,740-75.9% | $4,754-81.1% |
| Participant deferral / active EE | $5,049 | $5,456-7.4% | $4,880+3.5% | $6,712-24.8% |
| Admin fee / account holder | $2,518 | $7,885-68.1% | $6,735-62.6% | $11,409-77.9% |