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 | $45,236 | $111,878-59.6% | $93,727-51.7% | $145,897-69.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 9.37% | 204.28%-194.9pp | 133.83%-124.5pp | 552.29%-542.9pp |
| Employer contribution / active EE | $2,991 | $3,092-3.3% | $2,421+23.5% | $4,663-35.8% |
| Participant deferral / active EE | $5,439 | $4,920+10.5% | $4,417+23.1% | $6,689-18.7% |
| Admin fee / account holder | $627 | $10,256-93.9% | $8,292-92.4% | $13,390-95.3% |