Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $26,579 | $165,361-83.9% | $149,715-82.2% | $158,950-83.3% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 22.21% | 348.24%-326.0pp | 276.66%-254.4pp | 302.91%-280.7pp |
| Employer contribution / active EE | $1,079 | $5,103-78.9% | $4,645-76.8% | $4,762-77.3% |
| Participant deferral / active EE | $3,539 | $7,182-50.7% | $6,842-48.3% | $5,983-40.8% |
| Admin fee / account holder | $921 | $10,808-91.5% | $9,310-90.1% | $11,248-91.8% |