Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $75,329 | $88,754-15.1% | $81,820-7.9% | $145,877-48.4% |
| Participation rate | 26.7% | 75.1%-48.4pp | 72.4%-45.7pp | 80.3%-53.6pp |
| Annual return | 12.88% | 1031.77%-1018.9pp | 777.93%-765.1pp | 551.28%-538.4pp |
| Employer contribution / active EE | $582 | $3,085-81.1% | $2,915-80.0% | $4,663-87.5% |
| Participant deferral / active EE | $1,194 | $4,648-74.3% | $4,323-72.4% | $6,691-82.2% |
| Admin fee / account holder | $774 | $8,424-90.8% | $7,391-89.5% | $13,402-94.2% |