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 | $69,836 | $175,231-60.1% | $149,696-53.3% | $139,466-49.9% |
| Participation rate | 58.3% | 83.4%-25.1pp | 78.8%-20.4pp | 80.3%-22.0pp |
| Annual return | 35.29% | 166.77%-131.5pp | 134.46%-99.2pp | 373.66%-338.4pp |
| Employer contribution / active EE | $1,516 | $5,478-72.3% | $4,821-68.5% | $4,754-68.1% |
| Participant deferral / active EE | $5,264 | $6,521-19.3% | $5,682-7.4% | $6,712-21.6% |
| Admin fee / account holder | $776 | $16,155-95.2% | $13,212-94.1% | $11,409-93.2% |