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 | $94,299 | $76,519+23.2% | $56,025+68.3% | $145,897-35.4% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 14.95% | 3017.03%-3002.1pp | 1712.69%-1697.7pp | 552.29%-537.3pp |
| Employer contribution / active EE | $400 | $1,383-71.1% | $1,042-61.6% | $4,663-91.4% |
| Participant deferral / active EE | $907 | $2,624-65.4% | $1,955-53.6% | $6,689-86.4% |
| Admin fee / account holder | $7,647 | $3,331+129.6% | $2,828+170.4% | $13,390-42.9% |