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 | $36,787 | $159,978-77.0% | $147,041-75.0% | $145,978-74.8% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.2%-21.1pp | 80.3%-19.2pp |
| Annual return | 16.05% | 98.36%-82.3pp | 419.21%-403.2pp | 550.52%-534.5pp |
| Employer contribution / active EE | $3,471 | $5,288-34.4% | $4,935-29.7% | $4,662-25.5% |
| Participant deferral / active EE | $10,294 | $8,429+22.1% | $8,071+27.5% | $6,690+53.9% |
| Admin fee / account holder | $4,347 | $15,053-71.1% | $13,006-66.6% | $13,400-67.6% |