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 | $53,659 | $100,279-46.5% | $81,353-34.0% | $145,884-63.2% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 17.09% | 34.49%-17.4pp | 24.82%-7.7pp | 551.85%-534.8pp |
| Employer contribution / active EE | $1,544 | $2,979-48.2% | $2,464-37.3% | $4,662-66.9% |
| Participant deferral / active EE | $5,250 | $4,611+13.9% | $3,885+35.1% | $6,690-21.5% |
| Admin fee / account holder | $352 | $8,206-95.7% | $5,766-93.9% | $13,392-97.4% |