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 | $24,410 | $102,663-76.2% | $86,216-71.7% | $139,466-82.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 22.88% | 1924.52%-1901.6pp | 1169.42%-1146.5pp | 373.66%-350.8pp |
| Employer contribution / active EE | $2,454 | $3,035-19.1% | $2,382+3.0% | $4,754-48.4% |
| Participant deferral / active EE | $5,421 | $4,677+15.9% | $3,986+36.0% | $6,712-19.2% |
| Admin fee / account holder | $2,963 | $8,663-65.8% | $6,853-56.8% | $11,409-74.0% |