Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $46,439 | $102,422-54.7% | $147,117-68.4% | $80,959-42.6% |
| Participation rate | 56.8% | 75.9%-19.1pp | 82.2%-25.4pp | 67.7%-10.9pp |
| Annual return | 44.82% | 135.16%-90.3pp | 420.54%-375.7pp | 35.67%+9.2pp |
| Employer contribution / active EE | $3,384 | $3,717-9.0% | $4,932-31.4% | $2,757+22.7% |
| Participant deferral / active EE | $8,330 | $6,652+25.2% | $8,065+3.3% | $4,300+93.7% |
| Admin fee / account holder | $5,356 | $7,953-32.7% | $12,993-58.8% | $6,925-22.7% |