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 | $60,241 | $112,131-46.3% | $95,964-37.2% | $158,982-62.1% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 14.68% | 171.19%-156.5pp | 91.64%-77.0pp | 302.99%-288.3pp |
| Employer contribution / active EE | $1,262 | $3,199-60.5% | $2,541-50.3% | $4,763-73.5% |
| Participant deferral / active EE | $1,885 | $4,784-60.6% | $4,167-54.8% | $5,983-68.5% |
| Admin fee / account holder | $14,423 | $10,136+42.3% | $6,797+112.2% | $11,252+28.2% |