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 | $46,118 | $56,197-17.9% | $67,652-31.8% | $59,633-22.7% |
| Participation rate | 68.4% | 71.5%-3.1pp | 75.7%-7.2pp | 68.7%-0.2pp |
| Annual return | 1.39% | 18508.10%-18506.7pp | 6625.40%-6624.0pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $2,018 | $1,615+25.0% | $2,266-10.9% | $2,203-8.4% |
| Participant deferral / active EE | $4,454 | $2,844+56.6% | $3,560+25.1% | $3,192+39.5% |
| Admin fee / account holder | $2,549 | $3,958-35.6% | $4,821-47.1% | $4,297-40.7% |