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 | $32,037 | $144,130-77.8% | $117,861-72.8% | $147,586-78.3% |
| Participation rate | 38.9% | 83.4%-44.5pp | 79.7%-40.8pp | 82.8%-43.9pp |
| Annual return | 17.32% | 531.20%-513.9pp | 335.11%-317.8pp | 578.59%-561.3pp |
| Employer contribution / active EE | $1,178 | $4,897-75.9% | $3,786-68.9% | $4,876-75.8% |
| Participant deferral / active EE | $2,491 | $5,316-53.2% | $4,482-44.4% | $5,439-54.2% |
| Admin fee / account holder | $371 | $10,887-96.6% | $8,021-95.4% | $10,886-96.6% |