Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $31,371 | $217,432-85.6% | $185,851-83.1% | $167,553-81.3% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 17.67% | 148.43%-130.8pp | 122.11%-104.4pp | 478.89%-461.2pp |
| Employer contribution / active EE | $1,995 | $5,874-66.0% | $5,168-61.4% | $4,840-58.8% |
| Participant deferral / active EE | $6,306 | $6,357-0.8% | $5,569+13.2% | $6,343-0.6% |
| Admin fee / account holder | $5,294 | $19,820-73.3% | $16,245-67.4% | $12,316-57.0% |