Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $59,657 | $175,231-66.0% | $149,696-60.1% | $139,466-57.2% |
| Participation rate | 56.3% | 83.4%-27.1pp | 78.8%-22.5pp | 80.3%-24.1pp |
| Annual return | 19.95% | 166.77%-146.8pp | 134.46%-114.5pp | 373.66%-353.7pp |
| Employer contribution / active EE | $1,381 | $5,478-74.8% | $4,821-71.3% | $4,754-70.9% |
| Participant deferral / active EE | $4,416 | $6,521-32.3% | $5,682-22.3% | $6,712-34.2% |
| Admin fee / account holder | $374 | $16,155-97.7% | $13,212-97.2% | $11,409-96.7% |