Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $63,483 | $88,754-28.5% | $81,820-22.4% | $145,877-56.5% |
| Participation rate | 41.7% | 75.1%-33.4pp | 72.4%-30.7pp | 80.3%-38.6pp |
| Annual return | 16.00% | 1031.77%-1015.8pp | 777.93%-761.9pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,160 | $3,085-62.4% | $2,915-60.2% | $4,663-75.1% |
| Participant deferral / active EE | $2,978 | $4,648-35.9% | $4,323-31.1% | $6,691-55.5% |
| Admin fee / account holder | $4,794 | $8,424-43.1% | $7,391-35.1% | $13,402-64.2% |