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 | $59,358 | $154,228-61.5% | $145,433-59.2% | $137,256-56.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 26.30% | 74.59%-48.3pp | 66.58%-40.3pp | 220.34%-194.0pp |
| Employer contribution / active EE | $1,328 | $4,804-72.4% | $4,554-70.8% | $4,156-68.1% |
| Participant deferral / active EE | $6,577 | $8,216-20.0% | $7,897-16.7% | $6,407+2.7% |
| Admin fee / account holder | $439 | $14,344-96.9% | $13,129-96.7% | $12,270-96.4% |