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 | $56,721 | $165,399-65.7% | $149,745-62.1% | $158,982-64.3% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 35.33% | 348.34%-313.0pp | 276.72%-241.4pp | 302.99%-267.7pp |
| Employer contribution / active EE | $3,077 | $5,105-39.7% | $4,646-33.8% | $4,763-35.4% |
| Participant deferral / active EE | $6,090 | $7,183-15.2% | $6,843-11.0% | $5,983+1.8% |
| Admin fee / account holder | $822 | $10,811-92.4% | $9,312-91.2% | $11,252-92.7% |