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 | $30,572 | $72,426-57.8% | $67,560-54.7% | $145,897-79.0% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 14.01% | 7226.78%-7212.8pp | 3533.50%-3519.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,360 | $3,074-55.8% | $2,737-50.3% | $4,663-70.8% |
| Participant deferral / active EE | $4,535 | $4,785-5.2% | $4,004+13.3% | $6,689-32.2% |
| Admin fee / account holder | $1,433 | $5,514-74.0% | $3,994-64.1% | $13,390-89.3% |