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 | $39,735 | $102,595-61.3% | $94,057-57.8% | $154,746-74.3% |
| Participation rate | 7.7% | 76.0%-68.3pp | 73.3%-65.7pp | 80.7%-73.0pp |
| Annual return | 14.47% | 583.42%-569.0pp | 480.62%-466.2pp | 172.34%-157.9pp |
| Employer contribution / active EE | $944 | $3,147-70.0% | $2,933-67.8% | $4,379-78.4% |
| Participant deferral / active EE | $2,691 | $5,118-47.4% | $4,709-42.9% | $6,730-60.0% |
| Admin fee / account holder | $12,278 | $7,736+58.7% | $7,244+69.5% | $14,365-14.5% |