Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $47,649 | $183,627-74.1% | $155,602-69.4% | $145,978-67.4% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.5pp | 80.3%-33.6pp |
| Annual return | 15.88% | 61.32%-45.4pp | 64.81%-48.9pp | 550.52%-534.6pp |
| Employer contribution / active EE | $2,649 | $5,316-50.2% | $4,675-43.3% | $4,662-43.2% |
| Participant deferral / active EE | $2,790 | $6,466-56.9% | $5,629-50.4% | $6,690-58.3% |
| Admin fee / account holder | $368 | $19,327-98.1% | $15,923-97.7% | $13,400-97.3% |