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 | $86,429 | $60,139+43.7% | $90,461-4.5% | $79,856+8.2% |
| Participation rate | 52.1% | 65.0%-12.9pp | 72.7%-20.6pp | 69.6%-17.6pp |
| Annual return | 21.61% | 71.96%-50.3pp | 1294.76%-1273.2pp | 31.71%-10.1pp |
| Employer contribution / active EE | $1,916 | $2,069-7.4% | $3,264-41.3% | $2,471-22.5% |
| Participant deferral / active EE | $3,441 | $2,939+17.1% | $3,964-13.2% | $3,741-8.0% |
| Admin fee / account holder | $2,240 | $3,978-43.7% | $5,617-60.1% | $5,306-57.8% |