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 | $48,503 | $183,539-73.6% | $155,556-68.8% | $145,897-66.8% |
| Participation rate | 46.2% | 82.7%-36.6pp | 78.2%-32.1pp | 80.3%-34.2pp |
| Annual return | 15.73% | 61.31%-45.6pp | 64.84%-49.1pp | 552.29%-536.6pp |
| Employer contribution / active EE | $1,322 | $5,315-75.1% | $4,675-71.7% | $4,663-71.7% |
| Participant deferral / active EE | $6,318 | $6,467-2.3% | $5,631+12.2% | $6,689-5.6% |
| Admin fee / account holder | $5,077 | $19,275-73.7% | $15,885-68.0% | $13,390-62.1% |