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 | $41,856 | $201,370-79.2% | $184,256-77.3% | $145,897-71.3% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 12.83% | 29.05%-16.2pp | 28.85%-16.0pp | 552.29%-539.5pp |
| Employer contribution / active EE | $1,515 | $7,024-78.4% | $6,427-76.4% | $4,663-67.5% |
| Participant deferral / active EE | $3,478 | $9,808-64.5% | $9,133-61.9% | $6,689-48.0% |
| Admin fee / account holder | $3,797 | $16,364-76.8% | $13,899-72.7% | $13,390-71.6% |