Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $27,152 | $88,710-69.4% | $81,783-66.8% | $145,959-81.4% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 13.66% | 1027.26%-1013.6pp | 775.05%-761.4pp | 561.95%-548.3pp |
| Employer contribution / active EE | $1,926 | $3,083-37.5% | $2,913-33.9% | $4,661-58.7% |
| Participant deferral / active EE | $2,446 | $4,645-47.3% | $4,320-43.4% | $6,689-63.4% |
| Admin fee / account holder | $10,710 | $8,407+27.4% | $7,380+45.1% | $13,398-20.1% |