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 | $227,399-79.3% | $189,758-75.2% | $198,609-76.3% |
| Participation rate | 69.2% | 84.0%-14.8pp | 79.8%-10.6pp | 82.4%-13.1pp |
| Annual return | 20.35% | 61.03%-40.7pp | 52.62%-32.3pp | 202.70%-182.4pp |
| Employer contribution / active EE | $2,844 | $5,526-48.5% | $4,767-40.3% | $5,055-43.7% |
| Participant deferral / active EE | $6,120 | $6,837-10.5% | $5,856+4.5% | $6,977-12.3% |
| Admin fee / account holder | $907 | $25,162-96.4% | $20,388-95.6% | $19,030-95.2% |