Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $41,834 | $160,070-73.9% | $147,117-71.6% | $145,897-71.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.31% | 98.69%-85.4pp | 420.54%-407.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,086 | $5,285-79.5% | $4,932-78.0% | $4,663-76.7% |
| Participant deferral / active EE | $3,080 | $8,419-63.4% | $8,065-61.8% | $6,689-54.0% |
| Admin fee / account holder | $7,092 | $15,035-52.8% | $12,993-45.4% | $13,390-47.0% |