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 | $55,291 | $183,539-69.9% | $155,556-64.5% | $145,897-62.1% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 21.27% | 61.31%-40.0pp | 64.84%-43.6pp | 552.29%-531.0pp |
| Employer contribution / active EE | $1,359 | $5,315-74.4% | $4,675-70.9% | $4,663-70.9% |
| Participant deferral / active EE | $4,279 | $6,467-33.8% | $5,631-24.0% | $6,689-36.0% |
| Admin fee / account holder | $9,758 | $19,275-49.4% | $15,885-38.6% | $13,390-27.1% |