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 | $28,156 | $111,535-74.8% | $105,223-73.2% | $137,256-79.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 19.18% | 237.85%-218.7pp | 180.65%-161.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,080 | $3,939-72.6% | $3,689-70.7% | $4,156-74.0% |
| Participant deferral / active EE | $2,360 | $5,500-57.1% | $5,072-53.5% | $6,407-63.2% |
| Admin fee / account holder | $3,845 | $9,721-60.5% | $8,859-56.6% | $12,270-68.7% |