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 | $33,109 | $100,073-66.9% | $85,126-61.1% | $145,877-77.3% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 12.39% | 84.11%-71.7pp | 66.63%-54.2pp | 551.28%-538.9pp |
| Employer contribution / active EE | $4,211 | $3,236+30.1% | $2,731+54.2% | $4,663-9.7% |
| Participant deferral / active EE | $1,193 | $5,294-77.5% | $4,523-73.6% | $6,691-82.2% |
| Admin fee / account holder | $6,957 | $7,261-4.2% | $6,160+12.9% | $13,402-48.1% |