Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $43,708 | $88,702-50.7% | $81,780-46.6% | $145,978-70.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 14.42% | 1029.12%-1014.7pp | 776.27%-761.8pp | 550.52%-536.1pp |
| Employer contribution / active EE | $2,355 | $3,084-23.7% | $2,914-19.2% | $4,662-49.5% |
| Participant deferral / active EE | $3,796 | $4,645-18.3% | $4,321-12.1% | $6,690-43.3% |
| Admin fee / account holder | $491 | $8,414-94.2% | $7,384-93.3% | $13,400-96.3% |