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 | $59,325 | $49,199+20.6% | $121,204-51.1% | $75,173-21.1% |
| Participation rate | 47.5% | 55.4%-7.9pp | 69.5%-22.0pp | 67.2%-19.7pp |
| Annual return | 14.50% | 56.04%-41.5pp | 987.18%-972.7pp | 160.72%-146.2pp |
| Employer contribution / active EE | $1,212 | $1,547-21.7% | $4,170-70.9% | $2,671-54.6% |
| Participant deferral / active EE | $2,768 | $2,630+5.2% | $4,083-32.2% | $4,126-32.9% |
| Admin fee / account holder | $10,057 | $3,946+154.9% | $5,651+78.0% | $5,651+78.0% |