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 | $63,378 | $175,257-63.8% | $149,717-57.7% | $139,456-54.6% |
| Participation rate | 31.6% | 83.4%-51.8pp | 78.8%-47.2pp | 80.3%-48.7pp |
| Annual return | 11.23% | 166.70%-155.5pp | 134.41%-123.2pp | 373.45%-362.2pp |
| Employer contribution / active EE | $1,287 | $5,477-76.5% | $4,820-73.3% | $4,753-72.9% |
| Participant deferral / active EE | $2,201 | $6,521-66.2% | $5,682-61.3% | $6,711-67.2% |
| Admin fee / account holder | $10,688 | $16,156-33.8% | $13,213-19.1% | $11,407-6.3% |