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 | $58,018 | $154,228-62.4% | $145,433-60.1% | $137,256-57.7% |
| Participation rate | 35.7% | 83.8%-48.1pp | 82.1%-46.4pp | 80.0%-44.2pp |
| Annual return | 25.61% | 74.59%-49.0pp | 66.58%-41.0pp | 220.34%-194.7pp |
| Employer contribution / active EE | $1,722 | $4,804-64.2% | $4,554-62.2% | $4,156-58.6% |
| Participant deferral / active EE | $3,633 | $8,216-55.8% | $7,897-54.0% | $6,407-43.3% |
| Admin fee / account holder | $528 | $14,344-96.3% | $13,129-96.0% | $12,270-95.7% |