Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $34,487 | $155,555-77.8% | $146,866-76.5% | $155,188-77.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 17.27% | 115.41%-98.1pp | 102.85%-85.6pp | 148.84%-131.6pp |
| Employer contribution / active EE | $3,218 | $4,647-30.8% | $4,425-27.3% | $4,248-24.3% |
| Participant deferral / active EE | $8,158 | $8,044+1.4% | $7,759+5.1% | $6,531+24.9% |
| Admin fee / account holder | $5,645 | $14,755-61.7% | $13,620-58.6% | $14,480-61.0% |