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 | $27,973 | $55,446-49.5% | $155,574-82.0% | $74,429-62.4% |
| Participation rate | 59.8% | 61.9%-2.1pp | 78.2%-18.4pp | 67.2%-7.4pp |
| Annual return | 25.35% | 269.20%-243.9pp | 64.87%-39.5pp | 1368.38%-1343.0pp |
| Employer contribution / active EE | $1,912 | $2,266-15.6% | $4,676-59.1% | $2,625-27.2% |
| Participant deferral / active EE | $4,768 | $2,836+68.1% | $5,629-15.3% | $4,348+9.6% |
| Admin fee / account holder | $1,363 | $1,743-21.8% | $15,914-91.4% | $1,944-29.9% |