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 | $62,951 | $107,363-41.4% | $92,909-32.2% | $152,897-58.8% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.5%-25.3pp |
| Annual return | 13.76% | 145.63%-131.9pp | 109.44%-95.7pp | 345.43%-331.7pp |
| Employer contribution / active EE | $6,862 | $4,222+62.5% | $3,653+87.8% | $4,764+44.0% |
| Participant deferral / active EE | $2,344 | $4,848-51.7% | $4,238-44.7% | $5,851-59.9% |
| Admin fee / account holder | $21,170 | $7,082+199.0% | $5,795+265.3% | $11,599+82.5% |