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 | $55,372 | $144,130-61.6% | $117,861-53.0% | $147,586-62.5% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 24.90% | 531.20%-506.3pp | 335.11%-310.2pp | 578.59%-553.7pp |
| Employer contribution / active EE | $1,056 | $4,897-78.4% | $3,786-72.1% | $4,876-78.3% |
| Participant deferral / active EE | $9,840 | $5,316+85.1% | $4,482+119.5% | $5,439+80.9% |
| Admin fee / account holder | $320 | $10,887-97.1% | $8,021-96.0% | $10,886-97.1% |