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 | $114,761 | $150,447-23.7% | $136,298-15.8% | $147,586-22.2% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 11.50% | 1049.15%-1037.7pp | 5156.27%-5144.8pp | 578.59%-567.1pp |
| Employer contribution / active EE | $1,023 | $5,256-80.5% | $4,696-78.2% | $4,876-79.0% |
| Participant deferral / active EE | $4,800 | $6,631-27.6% | $6,247-23.2% | $5,439-11.7% |
| Admin fee / account holder | $3,967 | $10,906-63.6% | $9,244-57.1% | $10,886-63.6% |