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 | $63,265 | $104,544-39.5% | $76,657-17.5% | $152,897-58.6% |
| Participation rate | 53.8% | 76.6%-22.8pp | 72.1%-18.3pp | 82.5%-28.6pp |
| Annual return | 26.00% | 1014.36%-988.4pp | 1166.74%-1140.7pp | 345.43%-319.4pp |
| Employer contribution / active EE | $1,559 | $3,118-50.0% | $2,303-32.3% | $4,764-67.3% |
| Participant deferral / active EE | $1,577 | $4,236-62.8% | $3,335-52.7% | $5,851-73.0% |
| Admin fee / account holder | $1,277 | $12,286-89.6% | $6,423-80.1% | $11,599-89.0% |