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 | $47,987 | $105,284-54.4% | $150,734-68.2% | $94,015-49.0% |
| Participation rate | 58.5% | 71.7%-13.2pp | 78.4%-19.9pp | 70.8%-12.3pp |
| Annual return | 23.13% | 15.67%+7.5pp | 600.81%-577.7pp | 17.84%+5.3pp |
| Employer contribution / active EE | $2,180 | $3,599-39.4% | $4,918-55.7% | $2,790-21.9% |
| Participant deferral / active EE | $3,200 | $4,274-25.1% | $5,610-43.0% | $4,249-24.7% |
| Admin fee / account holder | $6,158 | $9,839-37.4% | $14,905-58.7% | $8,951-31.2% |