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 | $25,276 | $46,596-45.8% | $64,085-60.6% | $75,173-66.4% |
| Participation rate | 66.7% | 65.9%+0.7pp | 72.3%-5.6pp | 67.2%-0.5pp |
| Annual return | 65.35% | 26.04%+39.3pp | 33.69%+31.7pp | 160.65%-95.3pp |
| Employer contribution / active EE | $4,664 | $1,975+136.1% | $2,747+69.8% | $2,670+74.7% |
| Participant deferral / active EE | $4,966 | $2,839+74.9% | $3,881+28.0% | $4,126+20.4% |
| Admin fee / account holder | $553 | $2,954-81.3% | $3,069-82.0% | $5,651-90.2% |