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 | $40,904 | $72,071-43.2% | $68,368-40.2% | $137,256-70.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 47.27% | 353.14%-305.9pp | 292.57%-245.3pp | 220.34%-173.1pp |
| Employer contribution / active EE | $2,046 | $2,788-26.6% | $2,649-22.8% | $4,156-50.8% |
| Participant deferral / active EE | $949 | $4,410-78.5% | $4,123-77.0% | $6,407-85.2% |
| Admin fee / account holder | $1,550 | $5,336-70.9% | $5,150-69.9% | $12,270-87.4% |