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 | $57,548 | $73,546-21.8% | $63,018-8.7% | $147,586-61.0% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.8%-12.3pp | 82.8%-20.3pp |
| Annual return | 19.94% | 175.56%-155.6pp | 87.62%-67.7pp | 578.59%-558.7pp |
| Employer contribution / active EE | $2,028 | $3,324-39.0% | $2,761-26.5% | $4,876-58.4% |
| Participant deferral / active EE | $4,870 | $4,185+16.4% | $3,330+46.3% | $5,439-10.5% |
| Admin fee / account holder | $753 | $5,956-87.4% | $3,601-79.1% | $10,886-93.1% |