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 | $89,848 | $75,962+18.3% | $154,111-41.7% | $64,173+40.0% |
| Participation rate | 64.7% | 70.4%-5.7pp | 83.0%-18.3pp | 69.6%-4.9pp |
| Annual return | 3.90% | 30.32%-26.4pp | 735.18%-731.3pp | 7.63%-3.7pp |
| Employer contribution / active EE | $562 | $3,350-83.2% | $5,298-89.4% | $2,381-76.4% |
| Participant deferral / active EE | $5,658 | $3,175+78.2% | $5,081+11.4% | $3,470+63.1% |
| Admin fee / account holder | $508 | $5,589-90.9% | $13,411-96.2% | $4,887-89.6% |