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 | $37,658 | $183,627-79.5% | $155,602-75.8% | $145,978-74.2% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.8pp | 80.3%-35.8pp |
| Annual return | 13.52% | 61.32%-47.8pp | 64.81%-51.3pp | 550.52%-537.0pp |
| Employer contribution / active EE | $1,462 | $5,316-72.5% | $4,675-68.7% | $4,662-68.6% |
| Participant deferral / active EE | $3,662 | $6,466-43.4% | $5,629-34.9% | $6,690-45.3% |
| Admin fee / account holder | $899 | $19,327-95.3% | $15,923-94.4% | $13,400-93.3% |