Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $33,470 | $148,623-77.5% | $135,974-75.4% | $139,466-76.0% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 18.39% | 79.30%-60.9pp | 68.30%-49.9pp | 373.66%-355.3pp |
| Employer contribution / active EE | $2,456 | $5,246-53.2% | $4,859-49.5% | $4,754-48.3% |
| Participant deferral / active EE | $6,212 | $8,103-23.3% | $7,760-20.0% | $6,712-7.5% |
| Admin fee / account holder | $4,483 | $12,406-63.9% | $10,767-58.4% | $11,409-60.7% |