Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $38,665 | $136,860-71.7% | $120,344-67.9% | $154,746-75.0% |
| Participation rate | 68.8% | 79.9%-11.1pp | 76.7%-8.0pp | 80.7%-12.0pp |
| Annual return | 12.25% | 21.38%-9.1pp | 20.30%-8.1pp | 172.34%-160.1pp |
| Employer contribution / active EE | $934 | $3,533-73.6% | $3,020-69.1% | $4,379-78.7% |
| Participant deferral / active EE | $2,644 | $5,793-54.4% | $5,135-48.5% | $6,730-60.7% |
| Admin fee / account holder | $14,396 | $15,393-6.5% | $12,742+13.0% | $14,365+0.2% |