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 | $37,617 | $102,393-63.3% | $147,041-74.4% | $80,911-53.5% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-12.9pp | 67.6%+1.6pp |
| Annual return | 25.33% | 134.95%-109.6pp | 419.21%-393.9pp | 35.63%-10.3pp |
| Employer contribution / active EE | $2,179 | $3,715-41.4% | $4,935-55.8% | $2,756-20.9% |
| Participant deferral / active EE | $5,348 | $6,647-19.5% | $8,071-33.7% | $4,297+24.5% |
| Admin fee / account holder | $9,002 | $7,943+13.3% | $13,006-30.8% | $6,935+29.8% |