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 | $75,758 | $106,008-28.5% | $92,240-17.9% | $147,586-48.7% |
| Participation rate | 57.9% | 80.4%-22.5pp | 76.5%-18.6pp | 82.8%-24.9pp |
| Annual return | 17.78% | 50.05%-32.3pp | 176.29%-158.5pp | 578.59%-560.8pp |
| Employer contribution / active EE | $1,322 | $4,333-69.5% | $3,680-64.1% | $4,876-72.9% |
| Participant deferral / active EE | $3,521 | $4,478-21.4% | $3,897-9.6% | $5,439-35.3% |
| Admin fee / account holder | $1,875 | $6,333-70.4% | $5,194-63.9% | $10,886-82.8% |