Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $45,373 | $101,591-55.3% | $147,096-69.2% | $74,429-39.0% |
| Participation rate | 46.4% | 75.5%-29.2pp | 82.2%-35.8pp | 67.2%-20.9pp |
| Annual return | 20.83% | 8746.45%-8725.6pp | 419.75%-398.9pp | 1368.38%-1347.6pp |
| Employer contribution / active EE | $1,698 | $3,813-55.5% | $4,936-65.6% | $2,625-35.3% |
| Participant deferral / active EE | $3,711 | $7,302-49.2% | $8,071-54.0% | $4,348-14.7% |
| Admin fee / account holder | $2,643 | $1,750+51.0% | $13,005-79.7% | $1,944+35.9% |