Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $52,977 | $144,130-63.2% | $117,861-55.1% | $147,586-64.1% |
| Participation rate | 22.2% | 83.4%-61.2pp | 79.7%-57.4pp | 82.8%-60.6pp |
| Annual return | 20.36% | 531.20%-510.8pp | 335.11%-314.7pp | 578.59%-558.2pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,205 | $5,316+16.7% | $4,482+38.4% | $5,439+14.1% |
| Admin fee / account holder | $7,442 | $10,887-31.6% | $8,021-7.2% | $10,886-31.6% |