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 | $43,698 | $111,535-60.8% | $105,223-58.5% | $137,256-68.2% |
| Participation rate | 61.1% | 78.1%-17.0pp | 75.0%-13.9pp | 80.0%-18.8pp |
| Annual return | 18.94% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,615 | $3,939-59.0% | $3,689-56.2% | $4,156-61.1% |
| Participant deferral / active EE | $4,263 | $5,500-22.5% | $5,072-16.0% | $6,407-33.5% |
| Admin fee / account holder | $1,381 | $9,721-85.8% | $8,859-84.4% | $12,270-88.7% |