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 | $40,282 | $111,830-64.0% | $93,696-57.0% | $145,884-72.4% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 13.83% | 204.08%-190.2pp | 133.74%-119.9pp | 551.85%-538.0pp |
| Employer contribution / active EE | $3,139 | $3,093+1.5% | $2,422+29.6% | $4,662-32.7% |
| Participant deferral / active EE | $4,869 | $4,920-1.0% | $4,417+10.3% | $6,690-27.2% |
| Admin fee / account holder | $7,785 | $10,249-24.0% | $8,287-6.1% | $13,392-41.9% |