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 | $25,382 | $100,279-74.7% | $81,353-68.8% | $145,884-82.6% |
| Participation rate | 61.5% | 74.3%-12.7pp | 69.5%-8.0pp | 80.3%-18.8pp |
| Annual return | 13.53% | 34.49%-21.0pp | 24.82%-11.3pp | 551.85%-538.3pp |
| Employer contribution / active EE | $3,183 | $2,979+6.9% | $2,464+29.2% | $4,662-31.7% |
| Participant deferral / active EE | $5,397 | $4,611+17.1% | $3,885+38.9% | $6,690-19.3% |
| Admin fee / account holder | $4,168 | $8,206-49.2% | $5,766-27.7% | $13,392-68.9% |