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 | $38,305 | $159,934-76.0% | $147,005-73.9% | $145,959-73.8% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.7pp | 80.3%-11.9pp |
| Annual return | 13.41% | 98.24%-84.8pp | 418.76%-405.4pp | 561.95%-548.5pp |
| Employer contribution / active EE | $3,097 | $5,287-41.4% | $4,934-37.2% | $4,661-33.6% |
| Participant deferral / active EE | $4,195 | $8,427-50.2% | $8,070-48.0% | $6,689-37.3% |
| Admin fee / account holder | $2,156 | $15,053-85.7% | $13,006-83.4% | $13,398-83.9% |