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 | $27,337 | $173,397-84.2% | $135,987-79.9% | $145,877-81.3% |
| Participation rate | 42.1% | 80.4%-38.3pp | 76.4%-34.3pp | 80.3%-38.2pp |
| Annual return | 12.59% | 1166.18%-1153.6pp | 580.01%-567.4pp | 551.28%-538.7pp |
| Employer contribution / active EE | $1,164 | $5,281-78.0% | $4,214-72.4% | $4,663-75.0% |
| Participant deferral / active EE | $2,239 | $8,710-74.3% | $7,027-68.1% | $6,691-66.5% |
| Admin fee / account holder | $6,579 | $9,663-31.9% | $6,716-2.0% | $13,402-50.9% |