Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $59,273 | $99,995-40.7% | $85,063-30.3% | $145,978-59.4% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 20.34% | 83.99%-63.7pp | 66.54%-46.2pp | 550.52%-530.2pp |
| Employer contribution / active EE | $3,612 | $3,231+11.8% | $2,727+32.5% | $4,662-22.5% |
| Participant deferral / active EE | $10,585 | $5,295+99.9% | $4,523+134.0% | $6,690+58.2% |
| Admin fee / account holder | $4,379 | $7,255-39.6% | $6,155-28.9% | $13,400-67.3% |