Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $31,311 | $102,422-69.4% | $147,117-78.7% | $80,959-61.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 14.56% | 135.16%-120.6pp | 420.54%-406.0pp | 35.67%-21.1pp |
| Employer contribution / active EE | $3,830 | $3,717+3.0% | $4,932-22.3% | $2,757+38.9% |
| Participant deferral / active EE | $8,477 | $6,652+27.4% | $8,065+5.1% | $4,300+97.1% |
| Admin fee / account holder | $18,772 | $7,953+136.0% | $12,993+44.5% | $6,925+171.1% |