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 | $64,005 | $99,011-35.4% | $86,582-26.1% | $147,586-56.6% |
| Participation rate | 38.1% | 76.3%-38.2pp | 73.5%-35.5pp | 82.8%-44.7pp |
| Annual return | 15.05% | 1312.75%-1297.7pp | 965.08%-950.0pp | 578.59%-563.5pp |
| Employer contribution / active EE | $894 | $3,132-71.5% | $2,839-68.5% | $4,876-81.7% |
| Participant deferral / active EE | $1,234 | $3,972-68.9% | $3,609-65.8% | $5,439-77.3% |
| Admin fee / account holder | $20,118 | $5,709+252.4% | $4,904+310.2% | $10,886+84.8% |