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 | $51,465 | $67,372-23.6% | $60,906-15.5% | $134,532-61.7% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.1%-16.0pp | 81.2%-24.1pp |
| Annual return | 19.67% | 50.05%-30.4pp | 16.94%+2.7pp | 418.27%-398.6pp |
| Employer contribution / active EE | $4,141 | $3,099+33.6% | $2,703+53.2% | $4,741-12.7% |
| Participant deferral / active EE | $4,848 | $4,532+7.0% | $3,814+27.1% | $6,401-24.3% |
| Admin fee / account holder | $5,370 | $4,588+17.0% | $3,227+66.4% | $11,429-53.0% |