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 | $65,946 | $52,353+26.0% | $120,225-45.1% | $82,448-20.0% |
| Participation rate | 41.5% | 58.3%-16.8pp | 69.6%-28.1pp | 68.1%-26.6pp |
| Annual return | 17.28% | 61.85%-44.6pp | 439.23%-421.9pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,299 | $1,510+52.2% | $3,475-33.9% | $2,551-9.9% |
| Participant deferral / active EE | $3,764 | $2,627+43.3% | $3,999-5.9% | $4,139-9.1% |
| Admin fee / account holder | $30,431 | $4,363+597.5% | $5,696+434.2% | $7,234+320.6% |