Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $44,658 | $175,231-74.5% | $149,696-70.2% | $139,466-68.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 29.46% | 166.77%-137.3pp | 134.46%-105.0pp | 373.66%-344.2pp |
| Employer contribution / active EE | $1,772 | $5,478-67.6% | $4,821-63.2% | $4,754-62.7% |
| Participant deferral / active EE | $6,213 | $6,521-4.7% | $5,682+9.3% | $6,712-7.4% |
| Admin fee / account holder | $1,354 | $16,155-91.6% | $13,212-89.8% | $11,409-88.1% |