Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $31,129 | $88,778-64.9% | $81,844-62.0% | $145,884-78.7% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 21.73% | 1033.03%-1011.3pp | 778.87%-757.1pp | 551.85%-530.1pp |
| Employer contribution / active EE | $4,139 | $3,087+34.1% | $2,916+41.9% | $4,662-11.2% |
| Participant deferral / active EE | $8,643 | $4,648+85.9% | $4,323+99.9% | $6,690+29.2% |
| Admin fee / account holder | $12,685 | $8,430+50.5% | $7,355+72.4% | $13,392-5.3% |