Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $114,887 | $172,111-33.2% | $150,298-23.6% | $137,256-16.3% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 17.38% | 69.37%-52.0pp | 62.79%-45.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,908 | $4,636-58.8% | $4,154-54.1% | $4,156-54.1% |
| Participant deferral / active EE | $8,283 | $6,166+34.3% | $5,453+51.9% | $6,407+29.3% |
| Admin fee / account holder | $404 | $16,471-97.6% | $14,116-97.1% | $12,270-96.7% |