Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $33,295 | $109,411-69.6% | $89,435-62.8% | $158,982-79.1% |
| Participation rate | 68.4% | 74.3%-5.9pp | 68.0%+0.4pp | 82.0%-13.5pp |
| Annual return | 10.99% | 345.68%-334.7pp | 245.55%-234.6pp | 302.99%-292.0pp |
| Employer contribution / active EE | $1,197 | $3,173-62.3% | $2,587-53.7% | $4,763-74.9% |
| Participant deferral / active EE | $3,475 | $4,600-24.4% | $3,890-10.7% | $5,983-41.9% |
| Admin fee / account holder | $4,537 | $6,159-26.3% | $4,884-7.1% | $11,252-59.7% |