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 | $35,567 | $88,710-59.9% | $81,783-56.5% | $145,959-75.6% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 10.80% | 1027.26%-1016.5pp | 775.05%-764.3pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,231 | $3,083-60.1% | $2,913-57.7% | $4,661-73.6% |
| Participant deferral / active EE | $3,122 | $4,645-32.8% | $4,320-27.7% | $6,689-53.3% |
| Admin fee / account holder | $916 | $8,407-89.1% | $7,380-87.6% | $13,398-93.2% |