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 | $46,461 | $162,136-71.3% | $152,301-69.5% | $154,746-70.0% |
| Participation rate | 52.9% | 84.1%-31.2pp | 82.4%-29.5pp | 80.7%-27.8pp |
| Annual return | 21.27% | 91.02%-69.7pp | 80.50%-59.2pp | 172.34%-151.1pp |
| Employer contribution / active EE | $2,243 | $4,890-54.1% | $4,624-51.5% | $4,379-48.8% |
| Participant deferral / active EE | $4,028 | $8,341-51.7% | $8,004-49.7% | $6,730-40.2% |
| Admin fee / account holder | $310 | $15,759-98.0% | $14,398-97.8% | $14,365-97.8% |