Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $55,045 | $106,923-48.5% | $84,023-34.5% | $152,909-64.0% |
| Participation rate | 65.2% | 75.3%-10.0pp | 69.0%-3.8pp | 82.5%-17.2pp |
| Annual return | 21.58% | 105.02%-83.4pp | 71.32%-49.7pp | 345.46%-323.9pp |
| Employer contribution / active EE | $3,535 | $2,735+29.2% | $1,984+78.2% | $4,764-25.8% |
| Participant deferral / active EE | $3,877 | $4,013-3.4% | $3,239+19.7% | $5,851-33.7% |
| Admin fee / account holder | $8,957 | $8,289+8.1% | $6,102+46.8% | $11,601-22.8% |