Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,520 | $178,174-85.1% | $156,181-83.0% | $137,256-80.7% |
| Participation rate | 68.4% | 82.0%-13.6pp | 78.8%-10.4pp | 80.0%-11.5pp |
| Annual return | 20.03% | 84.19%-64.2pp | 64.87%-44.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,115 | $4,972-77.6% | $4,294-74.0% | $4,156-73.2% |
| Participant deferral / active EE | $2,810 | $6,888-59.2% | $6,132-54.2% | $6,407-56.1% |
| Admin fee / account holder | $323 | $17,404-98.1% | $14,586-97.8% | $12,270-97.4% |