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 | $86,662 | $27,924+210.3% | $58,534+48.1% | $75,173+15.3% |
| Participation rate | 50.0% | 38.8%+11.2pp | 50.9%-0.9pp | 67.2%-17.2pp |
| Annual return | 15.34% | 44.20%-28.9pp | 4248.32%-4233.0pp | 160.65%-145.3pp |
| Employer contribution / active EE | $1,402 | $669+109.5% | $1,054+33.1% | $2,670-47.5% |
| Participant deferral / active EE | $4,426 | $1,202+268.3% | $1,924+130.0% | $4,126+7.3% |
| Admin fee / account holder | $706 | $1,726-59.1% | $2,519-72.0% | $5,651-87.5% |