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 | $40,500 | $175,259-76.9% | $149,723-73.0% | $139,487-71.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 21.24% | 166.82%-145.6pp | 134.50%-113.3pp | 373.84%-352.6pp |
| Employer contribution / active EE | $1,685 | $5,478-69.2% | $4,821-65.1% | $4,755-64.6% |
| Participant deferral / active EE | $8,102 | $6,522+24.2% | $5,682+42.6% | $6,713+20.7% |
| Admin fee / account holder | $715 | $16,158-95.6% | $13,215-94.6% | $11,407-93.7% |