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 | $38,492 | $90,530-57.5% | $76,030-49.4% | $145,897-73.6% |
| Participation rate | 52.9% | 74.4%-21.5pp | 69.1%-16.1pp | 80.3%-27.4pp |
| Annual return | 16.85% | 625.08%-608.2pp | 361.54%-344.7pp | 552.29%-535.4pp |
| Employer contribution / active EE | $1,333 | $3,319-59.9% | $2,688-50.4% | $4,663-71.4% |
| Participant deferral / active EE | $4,235 | $5,164-18.0% | $4,257-0.5% | $6,689-36.7% |
| Admin fee / account holder | $321 | $8,383-96.2% | $6,421-95.0% | $13,390-97.6% |