Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $35,653 | $94,436-62.2% | $115,599-69.2% | $82,637-56.9% |
| Participation rate | 65.4% | 70.4%-5.0pp | 74.3%-8.9pp | 68.1%-2.7pp |
| Annual return | 42.46% | 18.37%+24.1pp | 111.10%-68.6pp | 53.51%-11.0pp |
| Employer contribution / active EE | $2,092 | $2,324-10.0% | $2,955-29.2% | $2,552-18.0% |
| Participant deferral / active EE | $3,506 | $3,955-11.3% | $4,889-28.3% | $4,126-15.0% |
| Admin fee / account holder | $1,084 | $10,328-89.5% | $12,841-91.6% | $7,339-85.2% |