Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $39,105 | $107,941-63.8% | $91,994-57.5% | $152,897-74.4% |
| Participation rate | 63.6% | 81.2%-17.6pp | 78.6%-15.0pp | 82.5%-18.8pp |
| Annual return | 18.57% | 89.28%-70.7pp | 69.04%-50.5pp | 345.43%-326.9pp |
| Employer contribution / active EE | $822 | $4,212-80.5% | $3,453-76.2% | $4,764-82.7% |
| Participant deferral / active EE | $2,423 | $6,366-61.9% | $5,924-59.1% | $5,851-58.6% |
| Admin fee / account holder | $409 | $10,521-96.1% | $7,744-94.7% | $11,599-96.5% |