Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $41,509 | $176,105-76.4% | $159,474-74.0% | $167,536-75.2% |
| Participation rate | 30.0% | 85.0%-55.0pp | 82.8%-52.8pp | 82.1%-52.1pp |
| Annual return | 10.68% | 331.91%-321.2pp | 263.68%-253.0pp | 478.82%-468.1pp |
| Employer contribution / active EE | $1,675 | $5,299-68.4% | $4,831-65.3% | $4,839-65.4% |
| Participant deferral / active EE | $4,449 | $7,751-42.6% | $7,353-39.5% | $6,342-29.9% |
| Admin fee / account holder | $585 | $12,559-95.3% | $10,802-94.6% | $12,315-95.2% |