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 | $65,477 | $88,778-26.2% | $81,844-20.0% | $145,884-55.1% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 17.05% | 1033.03%-1016.0pp | 778.87%-761.8pp | 551.85%-534.8pp |
| Employer contribution / active EE | $961 | $3,087-68.9% | $2,916-67.0% | $4,662-79.4% |
| Participant deferral / active EE | $1,930 | $4,648-58.5% | $4,323-55.4% | $6,690-71.1% |
| Admin fee / account holder | $26,597 | $8,430+215.5% | $7,355+261.6% | $13,392+98.6% |