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 | $36,397 | $89,698-59.4% | $103,464-64.8% | $80,874-55.0% |
| Participation rate | 60.0% | 76.0%-16.0pp | 80.5%-20.5pp | 67.6%-7.6pp |
| Annual return | 41.56% | 22.78%+18.8pp | 23.91%+17.6pp | 35.62%+5.9pp |
| Employer contribution / active EE | $3,178 | $4,018-20.9% | $4,677-32.1% | $2,756+15.3% |
| Participant deferral / active EE | $8,042 | $5,456+47.4% | $6,624+21.4% | $4,297+87.2% |
| Admin fee / account holder | $15,895 | $6,768+134.8% | $9,410+68.9% | $6,935+129.2% |