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 | $113,842 | $169,356-32.8% | $129,406-12.0% | $145,897-22.0% |
| Participation rate | 43.8% | 76.5%-32.8pp | 69.6%-25.9pp | 80.3%-36.6pp |
| Annual return | 16.36% | 14418.62%-14402.3pp | 9468.18%-9451.8pp | 552.29%-535.9pp |
| Employer contribution / active EE | $1,072 | $5,542-80.7% | $4,155-74.2% | $4,663-77.0% |
| Participant deferral / active EE | $4,915 | $4,987-1.4% | $4,167+18.0% | $6,689-26.5% |
| Admin fee / account holder | $961 | $9,915-90.3% | $7,689-87.5% | $13,390-92.8% |