Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $26,929 | $183,627-85.3% | $155,602-82.7% | $145,978-81.6% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.7pp | 80.3%-34.8pp |
| Annual return | 20.13% | 61.32%-41.2pp | 64.81%-44.7pp | 550.52%-530.4pp |
| Employer contribution / active EE | $2,073 | $5,316-61.0% | $4,675-55.7% | $4,662-55.5% |
| Participant deferral / active EE | $4,688 | $6,466-27.5% | $5,629-16.7% | $6,690-29.9% |
| Admin fee / account holder | $356 | $19,327-98.2% | $15,923-97.8% | $13,400-97.3% |