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 | $33,436 | $105,284-68.2% | $150,734-77.8% | $94,015-64.4% |
| Participation rate | 67.6% | 71.7%-4.2pp | 78.4%-10.9pp | 70.8%-3.3pp |
| Annual return | 45.83% | 15.67%+30.2pp | 600.81%-555.0pp | 17.84%+28.0pp |
| Employer contribution / active EE | $2,377 | $3,599-34.0% | $4,918-51.7% | $2,790-14.8% |
| Participant deferral / active EE | $4,595 | $4,274+7.5% | $5,610-18.1% | $4,249+8.1% |
| Admin fee / account holder | $2,706 | $9,839-72.5% | $14,905-81.8% | $8,951-69.8% |