Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $28,005 | $100,139-72.0% | $85,187-67.1% | $145,884-80.8% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 15.05% | 84.15%-69.1pp | 66.67%-51.6pp | 551.85%-536.8pp |
| Employer contribution / active EE | $1,605 | $3,238-50.4% | $2,732-41.3% | $4,662-65.6% |
| Participant deferral / active EE | $3,975 | $5,296-24.9% | $4,525-12.2% | $6,690-40.6% |
| Admin fee / account holder | $5,123 | $7,262-29.5% | $6,162-16.9% | $13,392-61.7% |