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 | $29,013 | $159,978-81.9% | $147,041-80.3% | $145,978-80.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.02% | 98.36%-86.3pp | 419.21%-407.2pp | 550.52%-538.5pp |
| Employer contribution / active EE | $1,202 | $5,288-77.3% | $4,935-75.6% | $4,662-74.2% |
| Participant deferral / active EE | $3,512 | $8,429-58.3% | $8,071-56.5% | $6,690-47.5% |
| Admin fee / account holder | $122,241 | $15,053+712.1% | $13,006+839.9% | $13,400+812.2% |