Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,247 | $90,489-90.9% | $76,051-89.2% | $145,978-94.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 11.36% | 622.78%-611.4pp | 360.42%-349.1pp | 550.52%-539.2pp |
| Employer contribution / active EE | $4,910 | $3,319+47.9% | $2,690+82.6% | $4,662+5.3% |
| Participant deferral / active EE | $8,409 | $5,164+62.8% | $4,257+97.5% | $6,690+25.7% |
| Admin fee / account holder | $5,094 | $8,374-39.2% | $6,416-20.6% | $13,400-62.0% |