Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $35,787 | $71,197-49.7% | $93,669-61.8% | $80,925-55.8% |
| Participation rate | 51.9% | 60.4%-8.5pp | 68.7%-16.9pp | 67.7%-15.8pp |
| Annual return | 16.12% | 11.27%+4.8pp | 133.59%-117.5pp | 35.65%-19.5pp |
| Employer contribution / active EE | $3,196 | $1,565+104.2% | $2,424+31.9% | $2,756+15.9% |
| Participant deferral / active EE | $5,050 | $4,036+25.1% | $4,416+14.4% | $4,299+17.5% |
| Admin fee / account holder | $397 | $6,959-94.3% | $8,291-95.2% | $6,940-94.3% |