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 | $66,856 | $115,814-42.3% | $101,275-34.0% | $158,982-57.9% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 12.58% | 56.16%-43.6pp | 46.48%-33.9pp | 302.99%-290.4pp |
| Employer contribution / active EE | $8,186 | $4,176+96.0% | $3,660+123.6% | $4,763+71.9% |
| Participant deferral / active EE | $3,667 | $4,958-26.0% | $4,371-16.1% | $5,983-38.7% |
| Admin fee / account holder | $461 | $7,249-93.6% | $5,948-92.2% | $11,252-95.9% |