Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $59,065 | $70,684-16.4% | $169,390-65.1% | $75,173-21.4% |
| Participation rate | 67.7% | 64.8%+2.9pp | 77.2%-9.5pp | 67.2%+0.5pp |
| Annual return | 36.56% | 36.38%+0.2pp | 406.07%-369.5pp | 160.72%-124.2pp |
| Employer contribution / active EE | $3,790 | $2,211+71.4% | $4,013-5.5% | $2,671+41.9% |
| Participant deferral / active EE | $6,310 | $4,310+46.4% | $6,222+1.4% | $4,126+52.9% |
| Admin fee / account holder | $2,369 | $5,404-56.2% | $9,015-73.7% | $5,651-58.1% |