Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $73,733 | $88,778-16.9% | $81,844-9.9% | $145,884-49.5% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 14.15% | 1033.03%-1018.9pp | 778.87%-764.7pp | 551.85%-537.7pp |
| Employer contribution / active EE | $2,166 | $3,087-29.8% | $2,916-25.7% | $4,662-53.5% |
| Participant deferral / active EE | $2,801 | $4,648-39.8% | $4,323-35.2% | $6,690-58.1% |
| Admin fee / account holder | $915 | $8,430-89.1% | $7,355-87.6% | $13,392-93.2% |