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 | $15,105 | $96,388-84.3% | $80,627-81.3% | $139,466-89.2% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 12.14% | 1352.08%-1339.9pp | 936.76%-924.6pp | 373.66%-361.5pp |
| Employer contribution / active EE | $2,347 | $3,260-28.0% | $2,723-13.8% | $4,754-50.6% |
| Participant deferral / active EE | $2,123 | $5,224-59.4% | $4,443-52.2% | $6,712-68.4% |
| Admin fee / account holder | $205,557 | $6,603+3013.0% | $5,381+3720.3% | $11,409+1701.8% |