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 | $15,290 | $154,228-90.1% | $145,433-89.5% | $137,256-88.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 29.90% | 74.59%-44.7pp | 66.58%-36.7pp | 220.34%-190.4pp |
| Employer contribution / active EE | $944 | $4,804-80.3% | $4,554-79.3% | $4,156-77.3% |
| Participant deferral / active EE | $4,644 | $8,216-43.5% | $7,897-41.2% | $6,407-27.5% |
| Admin fee / account holder | $1,876 | $14,344-86.9% | $13,129-85.7% | $12,270-84.7% |