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 | $32,423 | $110,039-70.5% | $97,260-66.7% | $145,884-77.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 10.59% | 244.44%-233.9pp | 75.54%-64.9pp | 551.85%-541.3pp |
| Employer contribution / active EE | $2,018 | $3,074-34.4% | $2,721-25.8% | $4,662-56.7% |
| Participant deferral / active EE | $4,135 | $4,674-11.5% | $4,262-3.0% | $6,690-38.2% |
| Admin fee / account holder | $379 | $6,204-93.9% | $5,640-93.3% | $13,392-97.2% |