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 | $22,287 | $70,121-68.2% | $63,803-65.1% | $138,895-84.0% |
| Participation rate | 50.0% | 77.2%-27.2pp | 72.7%-22.7pp | 79.9%-29.9pp |
| Annual return | 29.01% | 946.48%-917.5pp | 543.72%-514.7pp | 145.39%-116.4pp |
| Employer contribution / active EE | $5,652 | $2,882+96.1% | $2,532+123.2% | $4,194+34.8% |
| Participant deferral / active EE | $12,204 | $4,535+169.1% | $3,843+217.5% | $6,396+90.8% |
| Admin fee / account holder | $3,539 | $6,738-47.5% | $5,196-31.9% | $12,562-71.8% |