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 | $40,390 | $162,136-75.1% | $152,301-73.5% | $154,746-73.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 19.83% | 91.02%-71.2pp | 80.50%-60.7pp | 172.34%-152.5pp |
| Employer contribution / active EE | $2,440 | $4,890-50.1% | $4,624-47.2% | $4,379-44.3% |
| Participant deferral / active EE | $4,210 | $8,341-49.5% | $8,004-47.4% | $6,730-37.4% |
| Admin fee / account holder | $1,137 | $15,759-92.8% | $14,398-92.1% | $14,365-92.1% |