Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $33,454 | $118,877-71.9% | $96,570-65.4% | $167,536-80.0% |
| Participation rate | 57.1% | 75.5%-18.4pp | 69.8%-12.7pp | 82.1%-25.0pp |
| Annual return | 44.34% | 50.50%-6.2pp | 37.79%+6.5pp | 478.82%-434.5pp |
| Employer contribution / active EE | $2,343 | $3,121-24.9% | $2,357-0.6% | $4,839-51.6% |
| Participant deferral / active EE | $7,939 | $4,617+72.0% | $3,849+106.2% | $6,342+25.2% |
| Admin fee / account holder | $381 | $8,069-95.3% | $6,182-93.8% | $12,315-96.9% |