Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $47,760 | $160,040-70.2% | $147,096-67.5% | $145,877-67.3% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.5pp |
| Annual return | 15.62% | 98.49%-82.9pp | 419.75%-404.1pp | 551.28%-535.7pp |
| Employer contribution / active EE | $2,061 | $5,289-61.0% | $4,936-58.3% | $4,663-55.8% |
| Participant deferral / active EE | $4,715 | $8,429-44.1% | $8,071-41.6% | $6,691-29.5% |
| Admin fee / account holder | $3,438 | $15,050-77.2% | $13,005-73.6% | $13,402-74.4% |