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 | $62,453 | $51,638+20.9% | $68,368-8.7% | $82,448-24.3% |
| Participation rate | 68.2% | 63.6%+4.6pp | 73.8%-5.6pp | 68.1%+0.1pp |
| Annual return | 17.16% | 37.53%-20.4pp | 292.57%-275.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $3,803 | $2,047+85.9% | $2,649+43.6% | $2,551+49.1% |
| Participant deferral / active EE | $7,986 | $2,914+174.1% | $4,123+93.7% | $4,139+92.9% |
| Admin fee / account holder | $8,704 | $4,643+87.4% | $5,150+69.0% | $7,234+20.3% |