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 | $35,036 | $94,439-62.9% | $73,658-52.4% | $154,746-77.4% |
| Participation rate | 25.0% | 64.7%-39.7pp | 57.0%-32.0pp | 80.7%-55.7pp |
| Annual return | 13.27% | 28.25%-15.0pp | 29.72%-16.5pp | 172.34%-159.1pp |
| Employer contribution / active EE | $423 | $1,257-66.3% | $1,032-59.0% | $4,379-90.3% |
| Participant deferral / active EE | $1,128 | $2,527-55.4% | $2,062-45.3% | $6,730-83.2% |
| Admin fee / account holder | $762 | $3,843-80.2% | $3,357-77.3% | $14,365-94.7% |