Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,720 | $165,399-73.0% | $149,745-70.1% | $158,982-71.9% |
| Participation rate | 37.5% | 84.6%-47.1pp | 82.5%-45.0pp | 82.0%-44.5pp |
| Annual return | 16.34% | 348.34%-332.0pp | 276.72%-260.4pp | 302.99%-286.6pp |
| Employer contribution / active EE | $1,554 | $5,105-69.6% | $4,646-66.5% | $4,763-67.4% |
| Participant deferral / active EE | $2,665 | $7,183-62.9% | $6,843-61.1% | $5,983-55.5% |
| Admin fee / account holder | $509 | $10,811-95.3% | $9,312-94.5% | $11,252-95.5% |