Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $33,363 | $107,363-68.9% | $92,909-64.1% | $152,897-78.2% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 14.69% | 145.63%-130.9pp | 109.44%-94.7pp | 345.43%-330.7pp |
| Employer contribution / active EE | $1,397 | $4,222-66.9% | $3,653-61.8% | $4,764-70.7% |
| Participant deferral / active EE | $3,493 | $4,848-27.9% | $4,238-17.6% | $5,851-40.3% |
| Admin fee / account holder | $11,475 | $7,082+62.0% | $5,795+98.0% | $11,599-1.1% |