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 | $18,069 | $99,011-81.8% | $86,582-79.1% | $147,586-87.8% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 9.82% | 1312.75%-1302.9pp | 965.08%-955.3pp | 578.59%-568.8pp |
| Employer contribution / active EE | $2,252 | $3,132-28.1% | $2,839-20.7% | $4,876-53.8% |
| Participant deferral / active EE | $2,409 | $3,972-39.4% | $3,609-33.2% | $5,439-55.7% |
| Admin fee / account holder | $6,997 | $5,709+22.6% | $4,904+42.7% | $10,886-35.7% |