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 | $32,305 | $76,519-57.8% | $56,025-42.3% | $145,897-77.9% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 25.43% | 3017.03%-2991.6pp | 1712.69%-1687.3pp | 552.29%-526.9pp |
| Employer contribution / active EE | $1,163 | $1,383-15.9% | $1,042+11.7% | $4,663-75.1% |
| Participant deferral / active EE | $3,252 | $2,624+23.9% | $1,955+66.4% | $6,689-51.4% |
| Admin fee / account holder | $1,716 | $3,331-48.5% | $2,828-39.3% | $13,390-87.2% |