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 | $34,279 | $115,814-70.4% | $101,275-66.2% | $158,982-78.4% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 20.94% | 56.16%-35.2pp | 46.48%-25.5pp | 302.99%-282.0pp |
| Employer contribution / active EE | $1,734 | $4,176-58.5% | $3,660-52.6% | $4,763-63.6% |
| Participant deferral / active EE | $3,441 | $4,958-30.6% | $4,371-21.3% | $5,983-42.5% |
| Admin fee / account holder | $401 | $7,249-94.5% | $5,948-93.3% | $11,252-96.4% |