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 | $41,189 | $144,130-71.4% | $117,860-65.1% | $147,585-72.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 22.67% | 531.20%-508.5pp | 335.10%-312.4pp | 578.58%-555.9pp |
| Employer contribution / active EE | $2,168 | $4,897-55.7% | $3,786-42.7% | $4,876-55.5% |
| Participant deferral / active EE | $4,865 | $5,316-8.5% | $4,482+8.6% | $5,439-10.5% |
| Admin fee / account holder | $455 | $10,887-95.8% | $8,021-94.3% | $10,886-95.8% |