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 | $32,323 | $111,878-71.1% | $93,727-65.5% | $145,897-77.8% |
| Participation rate | 14.3% | 74.2%-59.9pp | 68.7%-54.4pp | 80.3%-66.0pp |
| Annual return | 16.14% | 204.28%-188.1pp | 133.83%-117.7pp | 552.29%-536.2pp |
| Employer contribution / active EE | $3,095 | $3,092+0.1% | $2,421+27.8% | $4,663-33.6% |
| Participant deferral / active EE | $9,197 | $4,920+86.9% | $4,417+108.2% | $6,689+37.5% |
| Admin fee / account holder | $1,293 | $10,256-87.4% | $8,292-84.4% | $13,390-90.3% |