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 | $51,499 | $160,040-67.8% | $147,096-65.0% | $145,877-64.7% |
| Participation rate | 46.2% | 84.0%-37.9pp | 82.2%-36.0pp | 80.3%-34.1pp |
| Annual return | 28.22% | 98.49%-70.3pp | 419.75%-391.5pp | 551.28%-523.1pp |
| Employer contribution / active EE | $1,639 | $5,289-69.0% | $4,936-66.8% | $4,663-64.9% |
| Participant deferral / active EE | $4,218 | $8,429-50.0% | $8,071-47.7% | $6,691-37.0% |
| Admin fee / account holder | $1,012 | $15,050-93.3% | $13,005-92.2% | $13,402-92.4% |