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 | $58,243 | $88,754-34.4% | $81,820-28.8% | $145,877-60.1% |
| Participation rate | 52.9% | 75.1%-22.1pp | 72.4%-19.4pp | 80.3%-27.4pp |
| Annual return | 19.21% | 1031.77%-1012.6pp | 777.93%-758.7pp | 551.28%-532.1pp |
| Employer contribution / active EE | $2,806 | $3,085-9.0% | $2,915-3.7% | $4,663-39.8% |
| Participant deferral / active EE | $3,448 | $4,648-25.8% | $4,323-20.2% | $6,691-48.5% |
| Admin fee / account holder | $310 | $8,424-96.3% | $7,391-95.8% | $13,402-97.7% |