Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $34,807 | $175,231-80.1% | $149,696-76.7% | $139,466-75.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 24.90% | 166.77%-141.9pp | 134.46%-109.6pp | 373.66%-348.8pp |
| Employer contribution / active EE | $2,560 | $5,478-53.3% | $4,821-46.9% | $4,754-46.1% |
| Participant deferral / active EE | $7,943 | $6,521+21.8% | $5,682+39.8% | $6,712+18.3% |
| Admin fee / account holder | $460 | $16,155-97.2% | $13,212-96.5% | $11,409-96.0% |