Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $39,931 | $55,470-28.0% | $155,556-74.3% | $74,478-46.4% |
| Participation rate | 59.3% | 61.9%-2.6pp | 78.2%-19.0pp | 67.2%-8.0pp |
| Annual return | 14.83% | 269.80%-255.0pp | 64.84%-50.0pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $2,043 | $2,267-9.9% | $4,675-56.3% | $2,626-22.2% |
| Participant deferral / active EE | $3,487 | $2,838+22.9% | $5,631-38.1% | $4,350-19.8% |
| Admin fee / account holder | $1,122 | $1,744-35.7% | $15,885-92.9% | $1,946-42.3% |