Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $49,430 | $99,053-50.1% | $88,179-43.9% | $138,895-64.4% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.1%-35.8pp | 79.9%-46.6pp |
| Annual return | 15.31% | 78.17%-62.9pp | 64.97%-49.7pp | 145.39%-130.1pp |
| Employer contribution / active EE | $890 | $2,882-69.1% | $2,549-65.1% | $4,194-78.8% |
| Participant deferral / active EE | $2,535 | $5,225-51.5% | $4,614-45.1% | $6,396-60.4% |
| Admin fee / account holder | $1,427 | $8,748-83.7% | $7,673-81.4% | $12,562-88.6% |