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 | $29,837 | $183,592-83.7% | $155,574-80.8% | $145,877-79.5% |
| Participation rate | 58.8% | 82.7%-23.9pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 13.81% | 61.37%-47.6pp | 64.87%-51.1pp | 551.28%-537.5pp |
| Employer contribution / active EE | $1,688 | $5,317-68.2% | $4,676-63.9% | $4,663-63.8% |
| Participant deferral / active EE | $4,800 | $6,466-25.8% | $5,629-14.7% | $6,691-28.3% |
| Admin fee / account holder | $3,150 | $19,316-83.7% | $15,914-80.2% | $13,402-76.5% |