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 | $53,345 | $150,447-64.5% | $136,298-60.9% | $147,586-63.9% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 12.45% | 1049.15%-1036.7pp | 5156.27%-5143.8pp | 578.59%-566.1pp |
| Employer contribution / active EE | $983 | $5,256-81.3% | $4,696-79.1% | $4,876-79.8% |
| Participant deferral / active EE | $3,969 | $6,631-40.1% | $6,247-36.5% | $5,439-27.0% |
| Admin fee / account holder | $698 | $10,906-93.6% | $9,244-92.5% | $10,886-93.6% |