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 | $41,561 | $175,231-76.3% | $149,696-72.2% | $139,466-70.2% |
| Participation rate | 47.1% | 83.4%-36.3pp | 78.8%-31.7pp | 80.3%-33.3pp |
| Annual return | 20.31% | 166.77%-146.5pp | 134.46%-114.1pp | 373.66%-353.4pp |
| Employer contribution / active EE | $2,080 | $5,478-62.0% | $4,821-56.9% | $4,754-56.2% |
| Participant deferral / active EE | $4,167 | $6,521-36.1% | $5,682-26.7% | $6,712-37.9% |
| Admin fee / account holder | $1,153 | $16,155-92.9% | $13,212-91.3% | $11,409-89.9% |