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 | $51,458 | $68,394-24.8% | $94,672-45.6% | $75,177-31.6% |
| Participation rate | 56.1% | 76.1%-20.0pp | 80.8%-24.7pp | 67.2%-11.1pp |
| Annual return | 28.67% | 616.92%-588.3pp | 156.89%-128.2pp | 160.75%-132.1pp |
| Employer contribution / active EE | $4,171 | $2,701+54.4% | $3,673+13.6% | $2,671+56.2% |
| Participant deferral / active EE | $8,270 | $6,536+26.5% | $7,417+11.5% | $4,126+100.4% |
| Admin fee / account holder | $1,507 | $5,326-71.7% | $7,222-79.1% | $5,651-73.3% |