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 | $41,758 | $174,379-76.1% | $152,093-72.5% | $138,895-69.9% |
| Participation rate | 54.5% | 81.6%-27.1pp | 77.8%-23.2pp | 79.9%-25.4pp |
| Annual return | 19.57% | 74.86%-55.3pp | 66.36%-46.8pp | 145.39%-125.8pp |
| Employer contribution / active EE | $1,387 | $4,652-70.2% | $4,175-66.8% | $4,194-66.9% |
| Participant deferral / active EE | $2,226 | $6,159-63.9% | $5,451-59.2% | $6,396-65.2% |
| Admin fee / account holder | $2,115 | $16,880-87.5% | $14,497-85.4% | $12,562-83.2% |