Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $53,438 | $169,237-68.4% | $129,339-58.7% | $145,978-63.4% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 8.03% | 14364.43%-14356.4pp | 9437.05%-9429.0pp | 550.52%-542.5pp |
| Employer contribution / active EE | $745 | $5,540-86.6% | $4,154-82.1% | $4,662-84.0% |
| Participant deferral / active EE | $745 | $4,991-85.1% | $4,170-82.1% | $6,690-88.9% |
| Admin fee / account holder | $21,992 | $9,882+122.5% | $7,668+186.8% | $13,400+64.1% |