Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $33,533 | $102,382-67.2% | $147,005-77.2% | $80,874-58.5% |
| Participation rate | 65.0% | 75.8%-10.8pp | 82.2%-17.2pp | 67.6%-2.6pp |
| Annual return | 25.78% | 134.89%-109.1pp | 418.76%-393.0pp | 35.62%-9.8pp |
| Employer contribution / active EE | $3,508 | $3,715-5.6% | $4,934-28.9% | $2,756+27.3% |
| Participant deferral / active EE | $6,784 | $6,646+2.1% | $8,070-15.9% | $4,297+57.9% |
| Admin fee / account holder | $5,289 | $7,942-33.4% | $13,006-59.3% | $6,935-23.7% |