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 | $38,976 | $202,460-80.7% | $169,385-77.0% | $139,456-72.1% |
| Participation rate | 46.7% | 81.1%-34.4pp | 77.2%-30.5pp | 80.3%-33.7pp |
| Annual return | 16.89% | 532.07%-515.2pp | 405.82%-388.9pp | 373.45%-356.6pp |
| Employer contribution / active EE | $959 | $4,691-79.6% | $4,012-76.1% | $4,753-79.8% |
| Participant deferral / active EE | $4,519 | $6,938-34.9% | $6,221-27.4% | $6,711-32.7% |
| Admin fee / account holder | $316 | $10,719-97.1% | $9,011-96.5% | $11,407-97.2% |