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 | $51,850 | $169,356-69.4% | $129,406-59.9% | $145,897-64.5% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 13.35% | 14418.62%-14405.3pp | 9468.18%-9454.8pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,633 | $5,542-70.5% | $4,155-60.7% | $4,663-65.0% |
| Participant deferral / active EE | $3,267 | $4,987-34.5% | $4,167-21.6% | $6,689-51.2% |
| Admin fee / account holder | $31,913 | $9,915+221.9% | $7,689+315.1% | $13,390+138.3% |