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 | $48,528 | $111,535-56.5% | $105,223-53.9% | $137,256-64.6% |
| Participation rate | 69.6% | 78.1%-8.5pp | 75.0%-5.5pp | 80.0%-10.4pp |
| Annual return | 20.33% | 237.85%-217.5pp | 180.65%-160.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,881 | $3,939-52.2% | $3,689-49.0% | $4,156-54.7% |
| Participant deferral / active EE | $3,817 | $5,500-30.6% | $5,072-24.7% | $6,407-40.4% |
| Admin fee / account holder | $673 | $9,721-93.1% | $8,859-92.4% | $12,270-94.5% |