Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $56,716 | $134,817-57.9% | $123,973-54.3% | $155,188-63.5% |
| Participation rate | 69.2% | 79.4%-10.2pp | 76.7%-7.4pp | 80.8%-11.6pp |
| Annual return | 21.72% | 515.49%-493.8pp | 388.13%-366.4pp | 148.84%-127.1pp |
| Employer contribution / active EE | $3,335 | $4,425-24.6% | $4,126-19.2% | $4,248-21.5% |
| Participant deferral / active EE | $5,350 | $5,706-6.2% | $5,247+2.0% | $6,531-18.1% |
| Admin fee / account holder | $345 | $13,245-97.4% | $11,799-97.1% | $14,480-97.6% |