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 | $56,774 | $209,422-72.9% | $178,503-68.2% | $158,982-64.3% |
| Participation rate | 63.6% | 86.4%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 12.93% | 188.81%-175.9pp | 151.12%-138.2pp | 302.99%-290.1pp |
| Employer contribution / active EE | $1,554 | $5,707-72.8% | $5,011-69.0% | $4,763-67.4% |
| Participant deferral / active EE | $4,654 | $5,955-21.8% | $5,202-10.5% | $5,983-22.2% |
| Admin fee / account holder | $5,340 | $17,079-68.7% | $13,987-61.8% | $11,252-52.5% |