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 | $32,789 | $88,815-63.1% | $81,882-60.0% | $145,897-77.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 14.96% | 1033.75%-1018.8pp | 779.47%-764.5pp | 552.29%-537.3pp |
| Employer contribution / active EE | $4,241 | $3,086+37.4% | $2,916+45.4% | $4,663-9.0% |
| Participant deferral / active EE | $6,286 | $4,647+35.3% | $4,323+45.4% | $6,689-6.0% |
| Admin fee / account holder | $5,387 | $8,434-36.1% | $7,360-26.8% | $13,390-59.8% |