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 | $25,380 | $82,630-69.3% | $64,105-60.4% | $125,389-79.8% |
| Participation rate | 52.4% | 75.9%-23.5pp | 68.2%-15.8pp | 83.2%-30.8pp |
| Annual return | 1.93% | 1489.72%-1487.8pp | 791.24%-789.3pp | 282.24%-280.3pp |
| Employer contribution / active EE | $1,138 | $2,671-57.4% | $1,820-37.5% | $4,866-76.6% |
| Participant deferral / active EE | $1,713 | $3,608-52.5% | $2,822-39.3% | $5,352-68.0% |
| Admin fee / account holder | $1,836 | $6,382-71.2% | $4,499-59.2% | $9,541-80.8% |