Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $46,934 | $217,432-78.4% | $185,849-74.7% | $167,536-72.0% |
| Participation rate | 40.0% | 86.1%-46.1pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 11.00% | 148.42%-137.4pp | 122.10%-111.1pp | 478.82%-467.8pp |
| Employer contribution / active EE | $1,485 | $5,875-74.7% | $5,169-71.3% | $4,839-69.3% |
| Participant deferral / active EE | $3,294 | $6,357-48.2% | $5,569-40.9% | $6,342-48.1% |
| Admin fee / account holder | $4,877 | $19,818-75.4% | $16,244-70.0% | $12,315-60.4% |