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 | $57,151 | $88,778-35.6% | $81,844-30.2% | $145,884-60.8% |
| Participation rate | 15.0% | 75.1%-60.1pp | 72.4%-57.4pp | 80.3%-65.3pp |
| Annual return | 15.58% | 1033.03%-1017.5pp | 778.87%-763.3pp | 551.85%-536.3pp |
| Employer contribution / active EE | $467 | $3,087-84.9% | $2,916-84.0% | $4,662-90.0% |
| Participant deferral / active EE | $1,627 | $4,648-65.0% | $4,323-62.4% | $6,690-75.7% |
| Admin fee / account holder | $39,028 | $8,430+363.0% | $7,355+430.6% | $13,392+191.4% |