Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $43,976 | $183,539-76.0% | $155,556-71.7% | $145,897-69.9% |
| Participation rate | 54.2% | 82.7%-28.5pp | 78.2%-24.1pp | 80.3%-26.1pp |
| Annual return | 12.02% | 61.31%-49.3pp | 64.84%-52.8pp | 552.29%-540.3pp |
| Employer contribution / active EE | $2,028 | $5,315-61.8% | $4,675-56.6% | $4,663-56.5% |
| Participant deferral / active EE | $4,675 | $6,467-27.7% | $5,631-17.0% | $6,689-30.1% |
| Admin fee / account holder | $1,753 | $19,275-90.9% | $15,885-89.0% | $13,390-86.9% |