Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $48,268 | $88,702-45.6% | $81,780-41.0% | $145,978-66.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 24.64% | 1029.12%-1004.5pp | 776.27%-751.6pp | 550.52%-525.9pp |
| Employer contribution / active EE | $2,264 | $3,084-26.6% | $2,914-22.3% | $4,662-51.4% |
| Participant deferral / active EE | $11,043 | $4,645+137.7% | $4,321+155.6% | $6,690+65.1% |
| Admin fee / account holder | $742 | $8,414-91.2% | $7,384-89.9% | $13,400-94.5% |