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 | $32,734 | $121,677-73.1% | $104,625-68.7% | $158,966-79.4% |
| Participation rate | 61.5% | 77.5%-16.0pp | 74.1%-12.5pp | 82.0%-20.4pp |
| Annual return | 19.12% | 465.58%-446.5pp | 340.60%-321.5pp | 302.95%-283.8pp |
| Employer contribution / active EE | $2,148 | $3,165-32.1% | $2,681-19.9% | $4,762-54.9% |
| Participant deferral / active EE | $4,216 | $4,175+1.0% | $3,738+12.8% | $5,983-29.5% |
| Admin fee / account holder | $5,584 | $7,777-28.2% | $6,465-13.6% | $11,250-50.4% |