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 | $51,067 | $180,749-71.7% | $160,784-68.2% | $137,256-62.8% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 18.45% | 2234.46%-2216.0pp | 1803.92%-1785.5pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,263 | $4,155-21.5% | $3,733-12.6% | $4,156-21.5% |
| Participant deferral / active EE | $7,872 | $6,844+15.0% | $6,293+25.1% | $6,407+22.9% |
| Admin fee / account holder | $12,308 | $10,397+18.4% | $9,717+26.7% | $12,270+0.3% |