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 | $50,128 | $183,592-72.7% | $155,567-67.8% | $145,959-65.7% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.8pp | 80.3%-35.8pp |
| Annual return | 14.41% | 61.24%-46.8pp | 64.74%-50.3pp | 561.95%-547.5pp |
| Employer contribution / active EE | $3,692 | $5,315-30.5% | $4,674-21.0% | $4,661-20.8% |
| Participant deferral / active EE | $5,371 | $6,464-16.9% | $5,628-4.6% | $6,689-19.7% |
| Admin fee / account holder | $394 | $19,318-98.0% | $15,916-97.5% | $13,398-97.1% |