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 | $17,271 | $156,398-89.0% | $147,318-88.3% | $138,895-87.6% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 79.9%-54.9pp |
| Annual return | 43.41% | 78.75%-35.3pp | 70.43%-27.0pp | 145.39%-102.0pp |
| Employer contribution / active EE | $4,487 | $4,853-7.5% | $4,593-2.3% | $4,194+7.0% |
| Participant deferral / active EE | $3,761 | $8,237-54.3% | $7,906-52.4% | $6,396-41.2% |
| Admin fee / account holder | $168,382 | $14,976+1024.4% | $13,708+1128.4% | $12,562+1240.4% |