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 | $34,583 | $202,463-82.9% | $169,397-79.6% | $139,487-75.2% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 13.39% | 532.64%-519.2pp | 406.23%-392.8pp | 373.84%-360.5pp |
| Employer contribution / active EE | $842 | $4,694-82.1% | $4,013-79.0% | $4,755-82.3% |
| Participant deferral / active EE | $2,882 | $6,941-58.5% | $6,223-53.7% | $6,713-57.1% |
| Admin fee / account holder | $3,117 | $10,726-70.9% | $9,017-65.4% | $11,407-72.7% |