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 | $69,091 | $69,977-1.3% | $108,582-36.4% | $62,881+9.9% |
| Participation rate | 64.8% | 72.9%-8.1pp | 79.6%-14.8pp | 69.3%-4.5pp |
| Annual return | 49.66% | 10.73%+38.9pp | -51.70%+101.4pp | 20.14%+29.5pp |
| Employer contribution / active EE | $12,750 | $2,135+497.2% | $3,758+239.3% | $2,281+459.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,935 | $5,076-2.8% | $7,645-35.4% | $4,296+14.9% |