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 | $45,443 | $88,778-48.8% | $81,844-44.5% | $145,884-68.8% |
| Participation rate | 61.5% | 75.1%-13.5pp | 72.4%-10.8pp | 80.3%-18.8pp |
| Annual return | 16.40% | 1033.03%-1016.6pp | 778.87%-762.5pp | 551.85%-535.5pp |
| Employer contribution / active EE | $2,030 | $3,087-34.2% | $2,916-30.4% | $4,662-56.5% |
| Participant deferral / active EE | $4,139 | $4,648-11.0% | $4,323-4.3% | $6,690-38.1% |
| Admin fee / account holder | $5,106 | $8,430-39.4% | $7,355-30.6% | $13,392-61.9% |