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 | $35,682 | $148,629-76.0% | $135,982-73.8% | $139,487-74.4% |
| Participation rate | 45.8% | 83.9%-38.0pp | 81.9%-36.1pp | 80.3%-34.5pp |
| Annual return | 20.14% | 79.33%-59.2pp | 68.32%-48.2pp | 373.84%-353.7pp |
| Employer contribution / active EE | $1,316 | $5,247-74.9% | $4,859-72.9% | $4,755-72.3% |
| Participant deferral / active EE | $3,581 | $8,102-55.8% | $7,760-53.9% | $6,713-46.7% |
| Admin fee / account holder | $891 | $12,406-92.8% | $10,767-91.7% | $11,407-92.2% |