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 | $30,357 | $110,337-72.5% | $102,383-70.3% | $145,877-79.2% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.1pp |
| Annual return | 11.00% | 24.83%-13.8pp | 24.94%-13.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,905 | $4,216-54.8% | $3,870-50.8% | $4,663-59.1% |
| Participant deferral / active EE | $3,946 | $5,621-29.8% | $5,060-22.0% | $6,691-41.0% |
| Admin fee / account holder | $3,756 | $9,750-61.5% | $8,391-55.2% | $13,402-72.0% |