Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $27,809 | $183,516-84.8% | $155,534-82.1% | $145,884-80.9% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 23.25% | 61.43%-38.2pp | 64.92%-41.7pp | 551.85%-528.6pp |
| Employer contribution / active EE | $1,099 | $5,315-79.3% | $4,675-76.5% | $4,662-76.4% |
| Participant deferral / active EE | $2,522 | $6,467-61.0% | $5,630-55.2% | $6,690-62.3% |
| Admin fee / account holder | $4,996 | $19,293-74.1% | $15,900-68.6% | $13,392-62.7% |