Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $44,563 | $109,872-59.4% | $98,483-54.8% | $167,536-73.4% |
| Participation rate | 40.0% | 75.8%-35.8pp | 73.3%-33.3pp | 82.1%-42.1pp |
| Annual return | 19.05% | 1959.31%-1940.3pp | 1494.38%-1475.3pp | 478.82%-459.8pp |
| Employer contribution / active EE | $877 | $3,225-72.8% | $2,961-70.4% | $4,839-81.9% |
| Participant deferral / active EE | $5,885 | $4,673+25.9% | $4,276+37.6% | $6,342-7.2% |
| Admin fee / account holder | $3,799 | $6,757-43.8% | $5,953-36.2% | $12,315-69.2% |