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 | $58,647 | $150,346-61.0% | $120,524-51.3% | $145,877-59.8% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 10.66% | 154.40%-143.7pp | 107.36%-96.7pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,696 | $4,353-61.0% | $3,469-51.1% | $4,663-63.6% |
| Participant deferral / active EE | $2,058 | $6,172-66.7% | $4,994-58.8% | $6,691-69.2% |
| Admin fee / account holder | $1,345 | $12,215-89.0% | $9,440-85.8% | $13,402-90.0% |