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 | $44,628 | $68,398-34.8% | $94,664-52.9% | $75,173-40.6% |
| Participation rate | 64.3% | 76.1%-11.8pp | 80.8%-16.5pp | 67.2%-2.9pp |
| Annual return | 18.33% | 616.72%-598.4pp | 156.84%-138.5pp | 160.72%-142.4pp |
| Employer contribution / active EE | $3,984 | $2,701+47.5% | $3,673+8.5% | $2,671+49.2% |
| Participant deferral / active EE | $7,175 | $6,537+9.8% | $7,417-3.3% | $4,126+73.9% |
| Admin fee / account holder | $4,333 | $5,324-18.6% | $7,222-40.0% | $5,651-23.3% |