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 | $47,631 | $154,228-69.1% | $145,433-67.2% | $137,256-65.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 18.30% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $5,313 | $4,804+10.6% | $4,554+16.6% | $4,156+27.8% |
| Participant deferral / active EE | $7,326 | $8,216-10.8% | $7,897-7.2% | $6,407+14.4% |
| Admin fee / account holder | $2,060 | $14,344-85.6% | $13,129-84.3% | $12,270-83.2% |