Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $56,605 | $90,691-37.6% | $76,119-25.6% | $145,884-61.2% |
| Participation rate | 47.4% | 74.5%-27.1pp | 69.1%-21.7pp | 80.3%-32.9pp |
| Annual return | 12.28% | 624.52%-612.2pp | 361.25%-349.0pp | 551.85%-539.6pp |
| Employer contribution / active EE | $2,055 | $3,329-38.3% | $2,693-23.7% | $4,662-55.9% |
| Participant deferral / active EE | $3,560 | $5,167-31.1% | $4,259-16.4% | $6,690-46.8% |
| Admin fee / account holder | $772 | $8,383-90.8% | $6,421-88.0% | $13,392-94.2% |