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 | $56,698 | $175,259-67.6% | $149,723-62.1% | $139,487-59.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 18.21% | 166.82%-148.6pp | 134.50%-116.3pp | 373.84%-355.6pp |
| Employer contribution / active EE | $1,923 | $5,478-64.9% | $4,821-60.1% | $4,755-59.6% |
| Participant deferral / active EE | $2,644 | $6,522-59.5% | $5,682-53.5% | $6,713-60.6% |
| Admin fee / account holder | $456 | $16,158-97.2% | $13,215-96.5% | $11,407-96.0% |