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 | $45,455 | $76,522-40.6% | $56,033-18.9% | $145,884-68.8% |
| Participation rate | 27.3% | 63.2%-36.0pp | 52.5%-25.2pp | 80.3%-53.0pp |
| Annual return | 16.12% | 3014.28%-2998.2pp | 1711.38%-1695.3pp | 551.85%-535.7pp |
| Employer contribution / active EE | $1,072 | $1,382-22.5% | $1,041+3.0% | $4,662-77.0% |
| Participant deferral / active EE | $5,010 | $2,624+90.9% | $1,954+156.4% | $6,690-25.1% |
| Admin fee / account holder | $361 | $3,328-89.1% | $2,827-87.2% | $13,392-97.3% |