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 | $39,317 | $180,459-78.2% | $154,108-74.5% | $135,380-71.0% |
| Participation rate | 61.1% | 87.4%-26.3pp | 83.0%-21.9pp | 82.6%-21.5pp |
| Annual return | 8.14% | 888.21%-880.1pp | 735.21%-727.1pp | 519.81%-511.7pp |
| Employer contribution / active EE | $2,276 | $6,035-62.3% | $5,298-57.0% | $4,779-52.4% |
| Participant deferral / active EE | $2,513 | $5,806-56.7% | $5,081-50.5% | $5,609-55.2% |
| Admin fee / account holder | $1,282 | $16,145-92.1% | $13,411-90.4% | $10,828-88.2% |