Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $53,850 | $55,437-2.9% | $155,534-65.4% | $74,459-27.7% |
| Participation rate | 39.8% | 61.9%-22.0pp | 78.2%-38.4pp | 67.2%-27.4pp |
| Annual return | 28.49% | 269.58%-241.1pp | 64.92%-36.4pp | 1369.70%-1341.2pp |
| Employer contribution / active EE | $1,306 | $2,266-42.4% | $4,675-72.1% | $2,626-50.3% |
| Participant deferral / active EE | $2,852 | $2,837+0.5% | $5,630-49.4% | $4,350-34.4% |
| Admin fee / account holder | $3,028 | $1,742+73.8% | $15,900-81.0% | $1,945+55.7% |