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 | $33,210 | $159,978-79.2% | $147,041-77.4% | $145,978-77.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 15.20% | 98.36%-83.2pp | 419.21%-404.0pp | 550.52%-535.3pp |
| Employer contribution / active EE | $3,312 | $5,288-37.4% | $4,935-32.9% | $4,662-28.9% |
| Participant deferral / active EE | $4,287 | $8,429-49.1% | $8,071-46.9% | $6,690-35.9% |
| Admin fee / account holder | $57,073 | $15,053+279.1% | $13,006+338.8% | $13,400+325.9% |