Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $30,687 | $115,810-73.5% | $101,271-69.7% | $158,966-80.7% |
| Participation rate | 63.2% | 79.4%-16.2pp | 75.8%-12.6pp | 82.0%-18.8pp |
| Annual return | 22.89% | 56.15%-33.3pp | 46.48%-23.6pp | 302.95%-280.1pp |
| Employer contribution / active EE | $2,174 | $4,175-47.9% | $3,660-40.6% | $4,762-54.4% |
| Participant deferral / active EE | $5,007 | $4,958+1.0% | $4,371+14.6% | $5,983-16.3% |
| Admin fee / account holder | $729 | $7,248-89.9% | $5,948-87.7% | $11,250-93.5% |