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 | $53,482 | $81,668-34.5% | $58,507-8.6% | $139,487-61.7% |
| Participation rate | 22.2% | 61.3%-39.1pp | 50.9%-28.6pp | 80.3%-58.1pp |
| Annual return | 20.16% | 7430.07%-7409.9pp | 4252.32%-4232.2pp | 373.84%-353.7pp |
| Employer contribution / active EE | $1,265 | $1,398-9.5% | $1,053+20.1% | $4,755-73.4% |
| Participant deferral / active EE | $1,994 | $2,554-21.9% | $1,922+3.7% | $6,713-70.3% |
| Admin fee / account holder | $834 | $3,212-74.1% | $2,486-66.5% | $11,407-92.7% |