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 | $66,258 | $88,754-25.3% | $81,820-19.0% | $145,877-54.6% |
| Participation rate | 61.9% | 75.1%-13.2pp | 72.4%-10.5pp | 80.3%-18.4pp |
| Annual return | 14.21% | 1031.77%-1017.6pp | 777.93%-763.7pp | 551.28%-537.1pp |
| Employer contribution / active EE | $3,139 | $3,085+1.7% | $2,915+7.7% | $4,663-32.7% |
| Participant deferral / active EE | $4,791 | $4,648+3.1% | $4,323+10.8% | $6,691-28.4% |
| Admin fee / account holder | $7,313 | $8,424-13.2% | $7,391-1.0% | $13,402-45.4% |