Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $40,465 | $106,864-62.1% | $147,318-72.5% | $82,637-51.0% |
| Participation rate | 67.1% | 75.5%-8.4pp | 82.1%-15.0pp | 68.1%-1.0pp |
| Annual return | 17.66% | 27.49%-9.8pp | 70.43%-52.8pp | 53.51%-35.8pp |
| Employer contribution / active EE | $1,991 | $3,417-41.7% | $4,593-56.7% | $2,552-22.0% |
| Participant deferral / active EE | $4,996 | $6,496-23.1% | $7,906-36.8% | $4,126+21.1% |
| Admin fee / account holder | $8,491 | $8,415+0.9% | $13,708-38.1% | $7,339+15.7% |