Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $41,430 | $60,139-31.1% | $90,461-54.2% | $79,856-48.1% |
| Participation rate | 65.6% | 65.0%+0.6pp | 72.7%-7.1pp | 69.6%-4.0pp |
| Annual return | 17.17% | 71.96%-54.8pp | 1294.76%-1277.6pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,512 | $2,069-26.9% | $3,264-53.7% | $2,471-38.8% |
| Participant deferral / active EE | $4,557 | $2,939+55.1% | $3,964+15.0% | $3,741+21.8% |
| Admin fee / account holder | $450 | $3,978-88.7% | $5,617-92.0% | $5,306-91.5% |