Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $41,410 | $58,234-28.9% | $81,783-49.4% | $80,874-48.8% |
| Participation rate | 65.6% | 63.4%+2.2pp | 72.4%-6.7pp | 67.6%-2.0pp |
| Annual return | 11.53% | 41.70%-30.2pp | 775.05%-763.5pp | 35.62%-24.1pp |
| Employer contribution / active EE | $2,673 | $2,341+14.1% | $2,913-8.2% | $2,756-3.0% |
| Participant deferral / active EE | $6,371 | $3,283+94.1% | $4,320+47.5% | $4,297+48.3% |
| Admin fee / account holder | $8,468 | $4,982+70.0% | $7,380+14.7% | $6,935+22.1% |