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 | $60,294 | $97,732-38.3% | $83,831-28.1% | $135,380-55.5% |
| Participation rate | 68.4% | 80.0%-11.5pp | 76.1%-7.7pp | 82.6%-14.2pp |
| Annual return | 9.87% | 1287.56%-1277.7pp | 850.99%-841.1pp | 519.81%-509.9pp |
| Employer contribution / active EE | $2,354 | $4,222-44.3% | $3,631-35.2% | $4,779-50.7% |
| Participant deferral / active EE | $1,843 | $4,683-60.6% | $4,082-54.8% | $5,609-67.1% |
| Admin fee / account holder | $598 | $6,675-91.0% | $5,479-89.1% | $10,828-94.5% |