Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $45,016 | $160,070-71.9% | $147,117-69.4% | $145,897-69.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.14% | 98.69%-87.5pp | 420.54%-409.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,291 | $5,285-75.6% | $4,932-73.8% | $4,663-72.3% |
| Participant deferral / active EE | $5,225 | $8,419-37.9% | $8,065-35.2% | $6,689-21.9% |
| Admin fee / account holder | $22,095 | $15,035+47.0% | $12,993+70.1% | $13,390+65.0% |