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 | $43,137 | $55,437-22.2% | $155,534-72.3% | $74,459-42.1% |
| Participation rate | 55.5% | 61.9%-6.4pp | 78.2%-22.8pp | 67.2%-11.8pp |
| Annual return | 13.69% | 269.58%-255.9pp | 64.92%-51.2pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $1,926 | $2,266-15.0% | $4,675-58.8% | $2,626-26.7% |
| Participant deferral / active EE | $3,498 | $2,837+23.3% | $5,630-37.9% | $4,350-19.6% |
| Admin fee / account holder | $531 | $1,742-69.5% | $15,900-96.7% | $1,945-72.7% |