Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $56,551 | $102,429-44.8% | $147,096-61.6% | $80,925-30.1% |
| Participation rate | 60.9% | 75.9%-15.0pp | 82.2%-21.3pp | 67.7%-6.8pp |
| Annual return | 14.66% | 135.02%-120.4pp | 419.75%-405.1pp | 35.65%-21.0pp |
| Employer contribution / active EE | $3,016 | $3,716-18.8% | $4,936-38.9% | $2,756+9.4% |
| Participant deferral / active EE | $6,905 | $6,649+3.9% | $8,071-14.4% | $4,299+60.6% |
| Admin fee / account holder | $12,396 | $7,957+55.8% | $13,005-4.7% | $6,940+78.6% |