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 | $34,685 | $85,766-59.6% | $136,298-74.6% | $70,126-50.5% |
| Participation rate | 48.8% | 74.2%-25.4pp | 81.9%-33.1pp | 69.5%-20.8pp |
| Annual return | 39.00% | 31.46%+7.5pp | 5156.27%-5117.3pp | 73.15%-34.2pp |
| Employer contribution / active EE | $6,016 | $2,966+102.8% | $4,696+28.1% | $2,343+156.8% |
| Participant deferral / active EE | $2,201 | $5,051-56.4% | $6,247-64.8% | $3,332-33.9% |
| Admin fee / account holder | $1,047 | $5,421-80.7% | $9,244-88.7% | $4,645-77.5% |