Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $43,391 | $175,259-75.2% | $149,723-71.0% | $139,487-68.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 17.71% | 166.82%-149.1pp | 134.50%-116.8pp | 373.84%-356.1pp |
| Employer contribution / active EE | $1,378 | $5,478-74.8% | $4,821-71.4% | $4,755-71.0% |
| Participant deferral / active EE | $5,581 | $6,522-14.4% | $5,682-1.8% | $6,713-16.9% |
| Admin fee / account holder | $730 | $16,158-95.5% | $13,215-94.5% | $11,407-93.6% |