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 | $26,080 | $160,028-83.7% | $147,080-82.3% | $145,884-82.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.57% | 98.60%-85.0pp | 420.17%-406.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $2,234 | $5,286-57.7% | $4,933-54.7% | $4,662-52.1% |
| Participant deferral / active EE | $7,279 | $8,422-13.6% | $8,066-9.8% | $6,690+8.8% |
| Admin fee / account holder | $6,322 | $15,030-57.9% | $12,989-51.3% | $13,392-52.8% |