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 | $73,396 | $47,479+54.6% | $62,929+16.6% | $82,448-11.0% |
| Participation rate | 57.4% | 66.9%-9.4pp | 73.1%-15.7pp | 68.1%-10.6pp |
| Annual return | 12.94% | 20.34%-7.4pp | 1063.93%-1051.0pp | 41.64%-28.7pp |
| Employer contribution / active EE | $767 | $1,885-59.3% | $2,505-69.4% | $2,551-69.9% |
| Participant deferral / active EE | $2,895 | $2,870+0.9% | $3,888-25.5% | $4,139-30.1% |
| Admin fee / account holder | $3,054 | $3,804-19.7% | $5,065-39.7% | $7,234-57.8% |