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 | $18,008 | $185,312-90.3% | $161,489-88.8% | $154,746-88.4% |
| Participation rate | 65.2% | 82.5%-17.2pp | 78.7%-13.5pp | 80.7%-15.5pp |
| Annual return | 16.01% | 103.84%-87.8pp | 89.72%-73.7pp | 172.34%-156.3pp |
| Employer contribution / active EE | $1,311 | $4,769-72.5% | $4,268-69.3% | $4,379-70.1% |
| Participant deferral / active EE | $2,462 | $6,350-61.2% | $5,630-56.3% | $6,730-63.4% |
| Admin fee / account holder | $3,530 | $18,654-81.1% | $16,006-77.9% | $14,365-75.4% |