Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $52,627 | $183,592-71.3% | $155,574-66.2% | $145,877-63.9% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 14.40% | 61.37%-47.0pp | 64.87%-50.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $3,386 | $5,317-36.3% | $4,676-27.6% | $4,663-27.4% |
| Participant deferral / active EE | $9,647 | $6,466+49.2% | $5,629+71.4% | $6,691+44.2% |
| Admin fee / account holder | $499 | $19,316-97.4% | $15,914-96.9% | $13,402-96.3% |