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 | $67,509 | $111,785-39.6% | $93,669-27.9% | $145,877-53.7% |
| Participation rate | 47.6% | 74.2%-26.6pp | 68.7%-21.1pp | 80.3%-32.7pp |
| Annual return | 15.60% | 203.79%-188.2pp | 133.59%-118.0pp | 551.28%-535.7pp |
| Employer contribution / active EE | $1,458 | $3,096-52.9% | $2,424-39.9% | $4,663-68.7% |
| Participant deferral / active EE | $3,426 | $4,919-30.3% | $4,416-22.4% | $6,691-48.8% |
| Admin fee / account holder | $740 | $10,256-92.8% | $8,291-91.1% | $13,402-94.5% |