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 | $43,532 | $111,814-61.1% | $93,654-53.5% | $145,959-70.2% |
| Participation rate | 68.8% | 74.2%-5.5pp | 68.7%0pp | 80.3%-11.5pp |
| Annual return | 14.21% | 203.30%-189.1pp | 133.34%-119.1pp | 561.95%-547.7pp |
| Employer contribution / active EE | $2,212 | $3,092-28.5% | $2,421-8.6% | $4,661-52.5% |
| Participant deferral / active EE | $3,444 | $4,914-29.9% | $4,413-22.0% | $6,689-48.5% |
| Admin fee / account holder | $754 | $10,246-92.6% | $8,282-90.9% | $13,398-94.4% |