Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $39,343 | $90,530-56.5% | $76,030-48.3% | $145,897-73.0% |
| Participation rate | 42.9% | 74.4%-31.6pp | 69.1%-26.2pp | 80.3%-37.4pp |
| Annual return | 8.47% | 625.08%-616.6pp | 361.54%-353.1pp | 552.29%-543.8pp |
| Employer contribution / active EE | $1,090 | $3,319-67.2% | $2,688-59.4% | $4,663-76.6% |
| Participant deferral / active EE | $1,303 | $5,164-74.8% | $4,257-69.4% | $6,689-80.5% |
| Admin fee / account holder | $3,938 | $8,383-53.0% | $6,421-38.7% | $13,390-70.6% |