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 | $32,042 | $172,111-81.4% | $150,298-78.7% | $137,256-76.7% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 34.36% | 69.37%-35.0pp | 62.79%-28.4pp | 220.34%-186.0pp |
| Employer contribution / active EE | $6,904 | $4,636+48.9% | $4,154+66.2% | $4,156+66.1% |
| Participant deferral / active EE | $5,723 | $6,166-7.2% | $5,453+5.0% | $6,407-10.7% |
| Admin fee / account holder | $339 | $16,471-97.9% | $14,116-97.6% | $12,270-97.2% |