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 | $26,459 | $49,896-47.0% | $80,627-67.2% | $75,173-64.8% |
| Participation rate | 67.5% | 55.3%+12.2pp | 67.0%+0.5pp | 67.2%+0.3pp |
| Annual return | 103.98% | 34.67%+69.3pp | 936.76%-832.8pp | 160.72%-56.7pp |
| Employer contribution / active EE | $1,974 | $1,699+16.2% | $2,723-27.5% | $2,671-26.1% |
| Participant deferral / active EE | $4,946 | $2,992+65.3% | $4,443+11.3% | $4,126+19.9% |
| Admin fee / account holder | $2,142 | $3,578-40.1% | $5,381-60.2% | $5,651-62.1% |