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 | $34,437 | $60,128-42.7% | $90,440-61.9% | $79,852-56.9% |
| Participation rate | 54.8% | 65.0%-10.2pp | 72.7%-17.9pp | 69.6%-14.8pp |
| Annual return | 22.44% | 71.95%-49.5pp | 1294.38%-1271.9pp | 31.72%-9.3pp |
| Employer contribution / active EE | $1,540 | $2,068-25.6% | $3,263-52.8% | $2,471-37.7% |
| Participant deferral / active EE | $3,171 | $2,939+7.9% | $3,964-20.0% | $3,740-15.2% |
| Admin fee / account holder | $852 | $3,977-78.6% | $5,615-84.8% | $5,306-83.9% |