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 | $47,027 | $185,312-74.6% | $161,489-70.9% | $154,746-69.6% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.7%-9.5pp | 80.7%-11.5pp |
| Annual return | 20.35% | 103.84%-83.5pp | 89.72%-69.4pp | 172.34%-152.0pp |
| Employer contribution / active EE | $2,844 | $4,769-40.4% | $4,268-33.4% | $4,379-35.1% |
| Participant deferral / active EE | $6,120 | $6,350-3.6% | $5,630+8.7% | $6,730-9.1% |
| Admin fee / account holder | $907 | $18,654-95.1% | $16,006-94.3% | $14,365-93.7% |