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 | $63,953 | $160,040-60.0% | $147,096-56.5% | $145,877-56.2% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 12.74% | 98.49%-85.8pp | 419.75%-407.0pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,405 | $5,289-73.4% | $4,936-71.5% | $4,663-69.9% |
| Participant deferral / active EE | $3,092 | $8,429-63.3% | $8,071-61.7% | $6,691-53.8% |
| Admin fee / account holder | $29,080 | $15,050+93.2% | $13,005+123.6% | $13,402+117.0% |