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 | $49,887 | $88,754-43.8% | $81,820-39.0% | $145,877-65.8% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 13.26% | 1031.77%-1018.5pp | 777.93%-764.7pp | 551.28%-538.0pp |
| Employer contribution / active EE | $948 | $3,085-69.3% | $2,915-67.5% | $4,663-79.7% |
| Participant deferral / active EE | $1,984 | $4,648-57.3% | $4,323-54.1% | $6,691-70.3% |
| Admin fee / account holder | $1,125 | $8,424-86.6% | $7,391-84.8% | $13,402-91.6% |