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 | $28,591 | $185,141-84.6% | $153,416-81.4% | $155,188-81.6% |
| Participation rate | 60.0% | 79.9%-19.9pp | 74.3%-14.3pp | 80.8%-20.8pp |
| Annual return | 17.82% | 18.72%-0.9pp | 17.84%0pp | 148.84%-131.0pp |
| Employer contribution / active EE | $967 | $4,489-78.5% | $3,764-74.3% | $4,248-77.2% |
| Participant deferral / active EE | $2,987 | $5,477-45.5% | $4,723-36.8% | $6,531-54.3% |
| Admin fee / account holder | $4,081 | $16,005-74.5% | $13,095-68.8% | $14,480-71.8% |