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 | $41,820 | $144,130-71.0% | $117,861-64.5% | $147,586-71.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 20.26% | 531.20%-510.9pp | 335.11%-314.8pp | 578.59%-558.3pp |
| Employer contribution / active EE | $1,536 | $4,897-68.6% | $3,786-59.4% | $4,876-68.5% |
| Participant deferral / active EE | $3,312 | $5,316-37.7% | $4,482-26.1% | $5,439-39.1% |
| Admin fee / account holder | $356 | $10,887-96.7% | $8,021-95.6% | $10,886-96.7% |