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 | $74,737 | $90,691-17.6% | $76,119-1.8% | $145,884-48.8% |
| Participation rate | 41.7% | 74.5%-32.8pp | 69.1%-27.4pp | 80.3%-38.6pp |
| Annual return | 18.06% | 624.52%-606.5pp | 361.25%-343.2pp | 551.85%-533.8pp |
| Employer contribution / active EE | $1,077 | $3,329-67.6% | $2,693-60.0% | $4,662-76.9% |
| Participant deferral / active EE | $2,386 | $5,167-53.8% | $4,259-44.0% | $6,690-64.3% |
| Admin fee / account holder | $555 | $8,383-93.4% | $6,421-91.4% | $13,392-95.9% |