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 | $53,304 | $111,787-52.3% | $93,681-43.1% | $145,978-63.5% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.8pp |
| Annual return | 11.19% | 203.52%-192.3pp | 133.47%-122.3pp | 550.52%-539.3pp |
| Employer contribution / active EE | $1,345 | $3,093-56.5% | $2,422-44.5% | $4,662-71.1% |
| Participant deferral / active EE | $1,919 | $4,918-61.0% | $4,415-56.5% | $6,690-71.3% |
| Admin fee / account holder | $96,856 | $10,256+844.4% | $8,290+1068.4% | $13,400+622.8% |