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 | $55,889 | $55,470+0.8% | $155,556-64.1% | $74,478-25.0% |
| Participation rate | 63.8% | 61.9%+1.9pp | 78.2%-14.4pp | 67.2%-3.4pp |
| Annual return | 17.38% | 269.80%-252.4pp | 64.84%-47.5pp | 1370.56%-1353.2pp |
| Employer contribution / active EE | $1,935 | $2,267-14.6% | $4,675-58.6% | $2,626-26.3% |
| Participant deferral / active EE | $3,637 | $2,838+28.2% | $5,631-35.4% | $4,350-16.4% |
| Admin fee / account holder | $997 | $1,744-42.9% | $15,885-93.7% | $1,946-48.8% |