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 | $36,427 | $110,240-67.0% | $96,544-62.3% | $139,487-73.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 15.74% | 26.41%-10.7pp | 25.88%-10.1pp | 373.84%-358.1pp |
| Employer contribution / active EE | $6,480 | $3,622+78.9% | $2,966+118.4% | $4,755+36.3% |
| Participant deferral / active EE | $24,065 | $5,549+333.7% | $4,851+396.0% | $6,713+258.5% |
| Admin fee / account holder | $22,044 | $11,602+90.0% | $8,254+167.1% | $11,407+93.2% |