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 | $21,369 | $123,750-82.7% | $69,611-69.3% | $145,877-85.4% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 15.04% | 192.03%-177.0pp | 101.14%-86.1pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,356 | $2,672-49.2% | $1,709-20.6% | $4,663-70.9% |
| Participant deferral / active EE | $2,492 | $4,243-41.3% | $2,891-13.8% | $6,691-62.8% |
| Admin fee / account holder | $1,792 | $7,817-77.1% | $4,696-61.8% | $13,402-86.6% |