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 | $24,624 | $115,780-78.7% | $101,255-75.7% | $158,931-84.5% |
| Participation rate | 53.8% | 79.4%-25.5pp | 75.8%-22.0pp | 82.0%-28.1pp |
| Annual return | 29.19% | 56.14%-27.0pp | 46.48%-17.3pp | 302.86%-273.7pp |
| Employer contribution / active EE | $1,679 | $4,175-59.8% | $3,660-54.1% | $4,761-64.7% |
| Participant deferral / active EE | $4,375 | $4,958-11.8% | $4,370+0.1% | $5,982-26.9% |
| Admin fee / account holder | $592 | $7,246-91.8% | $5,946-90.0% | $11,247-94.7% |