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 | $28,545 | $160,028-82.2% | $147,080-80.6% | $145,884-80.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 21.93% | 98.60%-76.7pp | 420.17%-398.2pp | 551.85%-529.9pp |
| Employer contribution / active EE | $1,381 | $5,286-73.9% | $4,933-72.0% | $4,662-70.4% |
| Participant deferral / active EE | $4,018 | $8,422-52.3% | $8,066-50.2% | $6,690-39.9% |
| Admin fee / account holder | $1,308 | $15,030-91.3% | $12,989-89.9% | $13,392-90.2% |