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 | $42,178 | $148,629-71.6% | $135,982-69.0% | $139,487-69.8% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 17.54% | 79.33%-61.8pp | 68.32%-50.8pp | 373.84%-356.3pp |
| Employer contribution / active EE | $2,860 | $5,247-45.5% | $4,859-41.1% | $4,755-39.9% |
| Participant deferral / active EE | $7,697 | $8,102-5.0% | $7,760-0.8% | $6,713+14.7% |
| Admin fee / account holder | $2,402 | $12,406-80.6% | $10,767-77.7% | $11,407-78.9% |