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 | $71,039 | $118,877-40.2% | $96,570-26.4% | $167,536-57.6% |
| Participation rate | 45.5% | 75.5%-30.0pp | 69.8%-24.4pp | 82.1%-36.7pp |
| Annual return | 11.18% | 50.50%-39.3pp | 37.79%-26.6pp | 478.82%-467.6pp |
| Employer contribution / active EE | $1,473 | $3,121-52.8% | $2,357-37.5% | $4,839-69.6% |
| Participant deferral / active EE | $2,904 | $4,617-37.1% | $3,849-24.6% | $6,342-54.2% |
| Admin fee / account holder | $2,798 | $8,069-65.3% | $6,182-54.7% | $12,315-77.3% |