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 | $34,896 | $159,978-78.2% | $147,041-76.3% | $145,978-76.1% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 12.81% | 98.36%-85.6pp | 419.21%-406.4pp | 550.52%-537.7pp |
| Employer contribution / active EE | $2,380 | $5,288-55.0% | $4,935-51.8% | $4,662-48.9% |
| Participant deferral / active EE | $5,009 | $8,429-40.6% | $8,071-37.9% | $6,690-25.1% |
| Admin fee / account holder | $316 | $15,053-97.9% | $13,006-97.6% | $13,400-97.6% |