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 | $57,514 | $104,924-45.2% | $84,623-32.0% | $152,885-62.4% |
| Participation rate | 47.6% | 74.8%-27.2pp | 68.2%-20.6pp | 82.5%-34.8pp |
| Annual return | 33.26% | 373.82%-340.6pp | 258.77%-225.5pp | 345.39%-312.1pp |
| Employer contribution / active EE | $2,349 | $3,302-28.9% | $2,652-11.4% | $4,763-50.7% |
| Participant deferral / active EE | $3,127 | $4,689-33.3% | $3,899-19.8% | $5,851-46.6% |
| Admin fee / account holder | $530 | $6,242-91.5% | $4,913-89.2% | $11,598-95.4% |