Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $45,582 | $44,984+1.3% | $85,009-46.4% | $74,546-38.9% |
| Participation rate | 57.7% | 49.4%+8.3pp | 67.5%-9.8pp | 67.2%-9.6pp |
| Annual return | 33.00% | 26.25%+6.7pp | 66.47%-33.5pp | 1366.03%-1333.0pp |
| Employer contribution / active EE | $1,483 | $1,458+1.7% | $2,728-45.7% | $2,624-43.5% |
| Participant deferral / active EE | $3,325 | $2,733+21.6% | $4,522-26.5% | $4,347-23.5% |
| Admin fee / account holder | $1,460 | $2,208-33.9% | $6,153-76.3% | $1,944-24.9% |