Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $55,414 | $175,259-68.4% | $149,723-63.0% | $139,487-60.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 15.52% | 166.82%-151.3pp | 134.50%-119.0pp | 373.84%-358.3pp |
| Employer contribution / active EE | $1,407 | $5,478-74.3% | $4,821-70.8% | $4,755-70.4% |
| Participant deferral / active EE | $4,442 | $6,522-31.9% | $5,682-21.8% | $6,713-33.8% |
| Admin fee / account holder | $2,081 | $16,158-87.1% | $13,215-84.3% | $11,407-81.8% |