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 | $32,186 | $99,031-67.5% | $86,597-62.8% | $147,585-78.2% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 9.96% | 1312.56%-1302.6pp | 964.96%-955.0pp | 578.57%-568.6pp |
| Employer contribution / active EE | $1,936 | $3,132-38.2% | $2,840-31.8% | $4,876-60.3% |
| Participant deferral / active EE | $3,004 | $3,972-24.4% | $3,609-16.8% | $5,439-44.8% |
| Admin fee / account holder | $436 | $5,711-92.4% | $4,906-91.1% | $10,885-96.0% |