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 | $16,737 | $88,778-81.1% | $81,844-79.5% | $145,884-88.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 12.35% | 1033.03%-1020.7pp | 778.87%-766.5pp | 551.85%-539.5pp |
| Employer contribution / active EE | $9,025 | $3,087+192.3% | $2,916+209.4% | $4,662+93.6% |
| Participant deferral / active EE | $3,152 | $4,648-32.2% | $4,323-27.1% | $6,690-52.9% |
| Admin fee / account holder | $6,611 | $8,430-21.6% | $7,355-10.1% | $13,392-50.6% |