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 | $38,825 | $150,445-74.2% | $136,297-71.5% | $147,585-73.7% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 12.78% | 1049.14%-1036.4pp | 5156.16%-5143.4pp | 578.57%-565.8pp |
| Employer contribution / active EE | $1,617 | $5,256-69.2% | $4,696-65.6% | $4,876-66.8% |
| Participant deferral / active EE | $2,915 | $6,631-56.0% | $6,247-53.3% | $5,439-46.4% |
| Admin fee / account holder | $1,603 | $10,906-85.3% | $9,244-82.7% | $10,885-85.3% |