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 | $50,864 | $73,546-30.8% | $63,018-19.3% | $147,586-65.5% |
| Participation rate | 54.5% | 77.9%-23.3pp | 74.8%-20.3pp | 82.8%-28.3pp |
| Annual return | 14.55% | 175.56%-161.0pp | 87.62%-73.1pp | 578.59%-564.0pp |
| Employer contribution / active EE | $1,930 | $3,324-41.9% | $2,761-30.1% | $4,876-60.4% |
| Participant deferral / active EE | $3,725 | $4,185-11.0% | $3,330+11.9% | $5,439-31.5% |
| Admin fee / account holder | $14,336 | $5,956+140.7% | $3,601+298.1% | $10,886+31.7% |