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 | $48,477 | $101,591-52.3% | $147,096-67.0% | $74,429-34.9% |
| Participation rate | 47.8% | 75.5%-27.7pp | 82.2%-34.4pp | 67.2%-19.4pp |
| Annual return | 13.94% | 8746.45%-8732.5pp | 419.75%-405.8pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $1,111 | $3,813-70.9% | $4,936-77.5% | $2,625-57.7% |
| Participant deferral / active EE | $3,944 | $7,302-46.0% | $8,071-51.1% | $4,348-9.3% |
| Admin fee / account holder | $2,549 | $1,750+45.7% | $13,005-80.4% | $1,944+31.1% |