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 | $27,880 | $102,393-72.8% | $147,041-81.0% | $80,911-65.5% |
| Participation rate | 67.6% | 75.9%-8.3pp | 82.2%-14.6pp | 67.6%-0.1pp |
| Annual return | 28.43% | 134.95%-106.5pp | 419.21%-390.8pp | 35.63%-7.2pp |
| Employer contribution / active EE | $3,538 | $3,715-4.8% | $4,935-28.3% | $2,756+28.4% |
| Participant deferral / active EE | $8,032 | $6,647+20.8% | $8,071-0.5% | $4,297+86.9% |
| Admin fee / account holder | $2,477 | $7,943-68.8% | $13,006-81.0% | $6,935-64.3% |