Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $63,369 | $81,668-22.4% | $58,507+8.3% | $139,487-54.6% |
| Participation rate | 52.6% | 61.3%-8.7pp | 50.9%+1.8pp | 80.3%-27.7pp |
| Annual return | 12.87% | 7430.07%-7417.2pp | 4252.32%-4239.4pp | 373.84%-361.0pp |
| Employer contribution / active EE | $2,229 | $1,398+59.4% | $1,053+111.6% | $4,755-53.1% |
| Participant deferral / active EE | $4,163 | $2,554+63.0% | $1,922+116.6% | $6,713-38.0% |
| Admin fee / account holder | $31,928 | $3,212+893.9% | $2,486+1184.2% | $11,407+179.9% |