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 | $49,326 | $160,040-69.2% | $147,096-66.5% | $145,877-66.2% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.8pp | 80.3%-11.9pp |
| Annual return | 14.85% | 98.49%-83.6pp | 419.75%-404.9pp | 551.28%-536.4pp |
| Employer contribution / active EE | $1,453 | $5,289-72.5% | $4,936-70.6% | $4,663-68.8% |
| Participant deferral / active EE | $4,019 | $8,429-52.3% | $8,071-50.2% | $6,691-39.9% |
| Admin fee / account holder | $3,060 | $15,050-79.7% | $13,005-76.5% | $13,402-77.2% |