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 | $43,658 | $108,882-59.9% | $96,754-54.9% | $154,746-71.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 70.3%-10.3pp | 80.7%-20.7pp |
| Annual return | 22.18% | 98.39%-76.2pp | 82.04%-59.9pp | 172.34%-150.2pp |
| Employer contribution / active EE | $1,741 | $3,018-42.3% | $2,679-35.0% | $4,379-60.2% |
| Participant deferral / active EE | $4,606 | $5,323-13.5% | $4,758-3.2% | $6,730-31.6% |
| Admin fee / account holder | $2,188 | $10,200-78.6% | $8,905-75.4% | $14,365-84.8% |