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 | $37,749 | $103,008-63.4% | $90,304-58.2% | $152,897-75.3% |
| Participation rate | 26.3% | 75.9%-49.6pp | 73.3%-47.0pp | 82.5%-56.1pp |
| Annual return | 39.94% | 95.22%-55.3pp | 78.13%-38.2pp | 345.43%-305.5pp |
| Employer contribution / active EE | $1,627 | $3,139-48.2% | $2,855-43.0% | $4,764-65.8% |
| Participant deferral / active EE | $1,941 | $4,281-54.7% | $3,885-50.1% | $5,851-66.8% |
| Admin fee / account holder | $991 | $6,175-83.9% | $5,354-81.5% | $11,599-91.5% |