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 | $7,777 | $107,809-92.8% | $97,032-92.0% | $155,188-95.0% |
| Participation rate | 50.0% | 75.5%-25.5pp | 71.6%-21.6pp | 80.8%-30.8pp |
| Annual return | 54.84% | 38.06%+16.8pp | 35.38%+19.5pp | 148.84%-94.0pp |
| Employer contribution / active EE | $6,751 | $2,911+131.9% | $2,629+156.8% | $4,248+58.9% |
| Participant deferral / active EE | $10,157 | $5,129+98.0% | $4,672+117.4% | $6,531+55.5% |
| Admin fee / account holder | $469 | $10,717-95.6% | $9,418-95.0% | $14,480-96.8% |