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 | $30,508 | $162,136-81.2% | $152,301-80.0% | $154,746-80.3% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 18.07% | 91.02%-73.0pp | 80.50%-62.4pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,843 | $4,890-62.3% | $4,624-60.1% | $4,379-57.9% |
| Participant deferral / active EE | $7,145 | $8,341-14.3% | $8,004-10.7% | $6,730+6.2% |
| Admin fee / account holder | $564 | $15,759-96.4% | $14,398-96.1% | $14,365-96.1% |