Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,650 | $160,070-84.0% | $147,117-82.6% | $145,897-82.4% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.2%-17.2pp | 80.3%-15.3pp |
| Annual return | 19.50% | 98.69%-79.2pp | 420.54%-401.0pp | 552.29%-532.8pp |
| Employer contribution / active EE | $2,944 | $5,285-44.3% | $4,932-40.3% | $4,663-36.9% |
| Participant deferral / active EE | $5,513 | $8,419-34.5% | $8,065-31.6% | $6,689-17.6% |
| Admin fee / account holder | $2,713 | $15,035-82.0% | $12,993-79.1% | $13,390-79.7% |