Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $42,145 | $210,698-80.0% | $178,014-76.3% | $145,959-71.1% |
| Participation rate | 60.9% | 80.8%-19.9pp | 77.1%-16.2pp | 80.3%-19.4pp |
| Annual return | 8.48% | 386.27%-377.8pp | 294.80%-286.3pp | 561.95%-553.5pp |
| Employer contribution / active EE | $991 | $4,567-78.3% | $3,950-74.9% | $4,661-78.7% |
| Participant deferral / active EE | $2,031 | $6,958-70.8% | $6,276-67.6% | $6,689-69.6% |
| Admin fee / account holder | $18,023 | $12,016+50.0% | $10,362+73.9% | $13,398+34.5% |