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 | $44,796 | $114,130-60.7% | $96,192-53.4% | $167,553-73.3% |
| Participation rate | 38.5% | 75.1%-36.6pp | 68.4%-30.0pp | 82.1%-43.7pp |
| Annual return | 15.63% | 190.07%-174.4pp | 192.09%-176.5pp | 478.89%-463.3pp |
| Employer contribution / active EE | $1,749 | $3,431-49.0% | $2,799-37.5% | $4,840-63.9% |
| Participant deferral / active EE | $7,164 | $5,198+37.8% | $4,351+64.7% | $6,343+13.0% |
| Admin fee / account holder | $6,151 | $6,901-10.9% | $5,539+11.0% | $12,316-50.1% |