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 | $40,824 | $185,883-78.0% | $170,043-76.0% | $139,466-70.7% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 25.87% | 60.54%-34.7pp | 53.40%-27.5pp | 373.66%-347.8pp |
| Employer contribution / active EE | $2,435 | $7,596-68.0% | $6,790-64.1% | $4,754-48.8% |
| Participant deferral / active EE | $7,692 | $11,626-33.8% | $10,410-26.1% | $6,712+14.6% |
| Admin fee / account holder | $954 | $15,393-93.8% | $12,824-92.6% | $11,409-91.6% |