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 | $58,760 | $150,446-60.9% | $136,297-56.9% | $147,585-60.2% |
| Participation rate | 46.2% | 84.4%-38.3pp | 81.9%-35.8pp | 82.8%-36.7pp |
| Annual return | 19.24% | 1049.14%-1029.9pp | 5156.19%-5137.0pp | 578.58%-559.3pp |
| Employer contribution / active EE | $2,198 | $5,256-58.2% | $4,696-53.2% | $4,876-54.9% |
| Participant deferral / active EE | $7,018 | $6,631+5.8% | $6,247+12.3% | $5,439+29.0% |
| Admin fee / account holder | $2,104 | $10,906-80.7% | $9,244-77.2% | $10,886-80.7% |