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 | $45,646 | $166,242-72.5% | $165,071-72.3% | $145,884-68.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 14.03% | 100.44%-86.4pp | 70.17%-56.1pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,646 | $5,283-68.9% | $4,347-62.1% | $4,662-64.7% |
| Participant deferral / active EE | $5,106 | $6,964-26.7% | $6,035-15.4% | $6,690-23.7% |
| Admin fee / account holder | $4,383 | $16,658-73.7% | $12,695-65.5% | $13,392-67.3% |