Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $29,755 | $70,418-57.7% | $96,570-69.2% | $85,847-65.3% |
| Participation rate | 69.6% | 61.8%+7.8pp | 69.8%-0.2pp | 69.3%+0.3pp |
| Annual return | 14.58% | 18.59%-4.0pp | 37.79%-23.2pp | 318.61%-304.0pp |
| Employer contribution / active EE | $1,983 | $1,413+40.3% | $2,357-15.9% | $2,565-22.7% |
| Participant deferral / active EE | $2,771 | $2,894-4.2% | $3,849-28.0% | $3,952-29.9% |
| Admin fee / account holder | $1,027 | $4,995-79.4% | $6,182-83.4% | $6,261-83.6% |