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 | $56,723 | $103,000-44.9% | $90,300-37.2% | $152,885-62.9% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.5%-39.6pp |
| Annual return | 20.91% | 95.19%-74.3pp | 78.11%-57.2pp | 345.39%-324.5pp |
| Employer contribution / active EE | $996 | $3,138-68.3% | $2,854-65.1% | $4,763-79.1% |
| Participant deferral / active EE | $7,609 | $4,281+77.7% | $3,884+95.9% | $5,851+30.0% |
| Admin fee / account holder | $4,453 | $6,173-27.9% | $5,353-16.8% | $11,598-61.6% |