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 | $39,092 | $150,445-74.0% | $136,297-71.3% | $147,585-73.5% |
| Participation rate | 41.7% | 84.4%-42.8pp | 81.9%-40.3pp | 82.8%-41.2pp |
| Annual return | 12.10% | 1049.14%-1037.0pp | 5156.16%-5144.1pp | 578.57%-566.5pp |
| Employer contribution / active EE | $3,580 | $5,256-31.9% | $4,696-23.8% | $4,876-26.6% |
| Participant deferral / active EE | $5,414 | $6,631-18.4% | $6,247-13.3% | $5,439-0.5% |
| Admin fee / account holder | $18,866 | $10,906+73.0% | $9,244+104.1% | $10,885+73.3% |