Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $56,764 | $185,312-69.4% | $161,489-64.8% | $154,746-63.3% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 26.37% | 103.84%-77.5pp | 89.72%-63.4pp | 172.34%-146.0pp |
| Employer contribution / active EE | $1,561 | $4,769-67.3% | $4,268-63.4% | $4,379-64.4% |
| Participant deferral / active EE | $4,333 | $6,350-31.8% | $5,630-23.0% | $6,730-35.6% |
| Admin fee / account holder | $1,839 | $18,654-90.1% | $16,006-88.5% | $14,365-87.2% |