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 | $48,016 | $183,627-73.9% | $155,602-69.1% | $145,978-67.1% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 21.43% | 61.32%-39.9pp | 64.81%-43.4pp | 550.52%-529.1pp |
| Employer contribution / active EE | $1,961 | $5,316-63.1% | $4,675-58.1% | $4,662-57.9% |
| Participant deferral / active EE | $7,678 | $6,466+18.7% | $5,629+36.4% | $6,690+14.8% |
| Admin fee / account holder | $521 | $19,327-97.3% | $15,923-96.7% | $13,400-96.1% |