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 | $20,059 | $115,810-82.7% | $101,271-80.2% | $158,966-87.4% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 22.65% | 56.15%-33.5pp | 46.48%-23.8pp | 302.95%-280.3pp |
| Employer contribution / active EE | $4,345 | $4,175+4.1% | $3,660+18.7% | $4,762-8.8% |
| Participant deferral / active EE | $3,160 | $4,958-36.3% | $4,371-27.7% | $5,983-47.2% |
| Admin fee / account holder | $760 | $7,248-89.5% | $5,948-87.2% | $11,250-93.2% |