Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,075 | $176,105-88.0% | $159,474-86.8% | $167,536-87.4% |
| Participation rate | 61.9% | 85.0%-23.0pp | 82.8%-20.9pp | 82.1%-20.2pp |
| Annual return | 16.39% | 331.91%-315.5pp | 263.68%-247.3pp | 478.82%-462.4pp |
| Employer contribution / active EE | $1,039 | $5,299-80.4% | $4,831-78.5% | $4,839-78.5% |
| Participant deferral / active EE | $3,111 | $7,751-59.9% | $7,353-57.7% | $6,342-50.9% |
| Admin fee / account holder | $929 | $12,559-92.6% | $10,802-91.4% | $12,315-92.5% |