Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $46,936 | $172,111-72.7% | $150,298-68.8% | $137,256-65.8% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 11.44% | 69.37%-57.9pp | 62.79%-51.3pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,302 | $4,636-71.9% | $4,154-68.7% | $4,156-68.7% |
| Participant deferral / active EE | $6,768 | $6,166+9.8% | $5,453+24.1% | $6,407+5.6% |
| Admin fee / account holder | $955 | $16,471-94.2% | $14,116-93.2% | $12,270-92.2% |