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 | $43,922 | $169,161-74.0% | $129,295-66.0% | $145,959-69.9% |
| Participation rate | 55.0% | 76.5%-21.5pp | 69.6%-14.6pp | 80.3%-25.3pp |
| Annual return | 9.13% | 14348.07%-14338.9pp | 9429.28%-9420.2pp | 561.95%-552.8pp |
| Employer contribution / active EE | $3,495 | $5,543-36.9% | $4,157-15.9% | $4,661-25.0% |
| Participant deferral / active EE | $1,998 | $4,989-59.9% | $4,169-52.1% | $6,689-70.1% |
| Admin fee / account holder | $33,296 | $9,878+237.1% | $7,665+334.4% | $13,398+148.5% |