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 | $41,115 | $90,614-54.6% | $76,089-46.0% | $145,877-71.8% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.1%-26.2pp | 80.3%-37.4pp |
| Annual return | 14.06% | 623.80%-609.7pp | 360.94%-346.9pp | 551.28%-537.2pp |
| Employer contribution / active EE | $2,929 | $3,324-11.9% | $2,690+8.9% | $4,663-37.2% |
| Participant deferral / active EE | $3,587 | $5,168-30.6% | $4,259-15.8% | $6,691-46.4% |
| Admin fee / account holder | $758 | $8,376-90.9% | $6,418-88.2% | $13,402-94.3% |