Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $48,471 | $178,174-72.8% | $156,181-69.0% | $137,256-64.7% |
| Participation rate | 47.1% | 82.0%-35.0pp | 78.8%-31.8pp | 80.0%-32.9pp |
| Annual return | 20.35% | 84.19%-63.8pp | 64.87%-44.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,519 | $4,972-69.4% | $4,294-64.6% | $4,156-63.5% |
| Participant deferral / active EE | $3,383 | $6,888-50.9% | $6,132-44.8% | $6,407-47.2% |
| Admin fee / account holder | $405 | $17,404-97.7% | $14,586-97.2% | $12,270-96.7% |