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 | $42,746 | $98,766-56.7% | $149,730-71.5% | $79,852-46.5% |
| Participation rate | 61.3% | 75.8%-14.5pp | 82.5%-21.2pp | 69.6%-8.3pp |
| Annual return | 79.74% | 27.43%+52.3pp | 276.70%-197.0pp | 31.72%+48.0pp |
| Employer contribution / active EE | $1,187 | $3,217-63.1% | $4,645-74.4% | $2,471-52.0% |
| Participant deferral / active EE | $5,897 | $5,681+3.8% | $6,843-13.8% | $3,740+57.6% |
| Admin fee / account holder | $461 | $6,052-92.4% | $9,310-95.1% | $5,306-91.3% |