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 | $33,975 | $106,864-68.2% | $147,318-76.9% | $82,637-58.9% |
| Participation rate | 67.9% | 75.5%-7.6pp | 82.1%-14.1pp | 68.1%-0.1pp |
| Annual return | 22.64% | 27.49%-4.8pp | 70.43%-47.8pp | 53.51%-30.9pp |
| Employer contribution / active EE | $3,409 | $3,417-0.2% | $4,593-25.8% | $2,552+33.6% |
| Participant deferral / active EE | $6,300 | $6,496-3.0% | $7,906-20.3% | $4,126+52.7% |
| Admin fee / account holder | $3,199 | $8,415-62.0% | $13,708-76.7% | $7,339-56.4% |