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 | $50,864 | $85,766-40.7% | $136,297-62.7% | $70,124-27.5% |
| Participation rate | 64.3% | 74.2%-9.9pp | 81.9%-17.6pp | 69.5%-5.3pp |
| Annual return | 20.09% | 31.45%-11.4pp | 5156.19%-5136.1pp | 73.14%-53.1pp |
| Employer contribution / active EE | $2,522 | $2,966-15.0% | $4,696-46.3% | $2,342+7.6% |
| Participant deferral / active EE | $6,197 | $5,051+22.7% | $6,247-0.8% | $3,332+86.0% |
| Admin fee / account holder | $8,087 | $5,420+49.2% | $9,244-12.5% | $4,645+74.1% |