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 | $38,782 | $180,749-78.5% | $160,784-75.9% | $137,256-71.7% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 18.37% | 2234.46%-2216.1pp | 1803.92%-1785.6pp | 220.34%-202.0pp |
| Employer contribution / active EE | $3,414 | $4,155-17.8% | $3,733-8.5% | $4,156-17.9% |
| Participant deferral / active EE | $3,950 | $6,844-42.3% | $6,293-37.2% | $6,407-38.4% |
| Admin fee / account holder | $13,459 | $10,397+29.4% | $9,717+38.5% | $12,270+9.7% |