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 | $30,674 | $86,298-64.5% | $111,308-72.4% | $85,847-64.3% |
| Participation rate | 63.8% | 73.3%-9.5pp | 77.3%-13.5pp | 69.3%-5.5pp |
| Annual return | 24.15% | 19.99%+4.2pp | 54.67%-30.5pp | 318.61%-294.5pp |
| Employer contribution / active EE | $2,038 | $2,044-0.3% | $2,732-25.4% | $2,565-20.5% |
| Participant deferral / active EE | $5,357 | $3,641+47.1% | $4,487+19.4% | $3,952+35.5% |
| Admin fee / account holder | $9,921 | $8,189+21.1% | $7,965+24.6% | $6,261+58.5% |