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 | $31,205 | $181,062-82.8% | $158,223-80.3% | $155,188-79.9% |
| Participation rate | 58.8% | 82.7%-23.8pp | 79.2%-20.4pp | 80.8%-22.0pp |
| Annual return | 16.99% | 57.39%-40.4pp | 52.09%-35.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $5,444 | $4,565+19.3% | $4,109+32.5% | $4,248+28.2% |
| Participant deferral / active EE | $4,964 | $6,134-19.1% | $5,467-9.2% | $6,531-24.0% |
| Admin fee / account holder | $1,091 | $18,825-94.2% | $16,047-93.2% | $14,480-92.5% |