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 | $48,624 | $76,785-36.7% | $56,441-13.8% | $145,959-66.7% |
| Participation rate | 63.2% | 63.2%-0.1pp | 52.5%+10.7pp | 80.3%-17.1pp |
| Annual return | 9.35% | 3000.51%-2991.2pp | 1704.21%-1694.9pp | 561.95%-552.6pp |
| Employer contribution / active EE | $1,125 | $1,381-18.5% | $1,039+8.3% | $4,661-75.9% |
| Participant deferral / active EE | $5,934 | $2,624+126.2% | $1,953+203.9% | $6,689-11.3% |
| Admin fee / account holder | $8,070 | $3,334+142.0% | $2,829+185.2% | $13,398-39.8% |