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 | $43,418 | $217,432-80.0% | $185,849-76.6% | $167,536-74.1% |
| Participation rate | 64.7% | 86.1%-21.3pp | 81.7%-17.0pp | 82.1%-17.4pp |
| Annual return | 14.84% | 148.42%-133.6pp | 122.10%-107.3pp | 478.82%-464.0pp |
| Employer contribution / active EE | $3,399 | $5,875-42.1% | $5,169-34.2% | $4,839-29.8% |
| Participant deferral / active EE | $3,387 | $6,357-46.7% | $5,569-39.2% | $6,342-46.6% |
| Admin fee / account holder | $13,430 | $19,818-32.2% | $16,244-17.3% | $12,315+9.1% |