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 | $107,848 | $96,678+11.6% | $86,640+24.5% | $139,466-22.7% |
| Participation rate | 20.0% | 74.4%-54.4pp | 71.7%-51.7pp | 80.3%-60.3pp |
| Annual return | 23.14% | 106.69%-83.6pp | 592.52%-569.4pp | 373.66%-350.5pp |
| Employer contribution / active EE | $400 | $3,265-87.8% | $3,024-86.8% | $4,754-91.6% |
| Participant deferral / active EE | $4,500 | $4,837-7.0% | $4,438+1.4% | $6,712-33.0% |
| Admin fee / account holder | $511 | $6,410-92.0% | $5,616-90.9% | $11,409-95.5% |