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 | $84,425 | $63,346+33.3% | $92,240-8.5% | $70,126+20.4% |
| Participation rate | 59.6% | 68.7%-9.1pp | 76.5%-16.9pp | 69.5%-9.9pp |
| Annual return | 16.11% | 530.19%-514.1pp | 176.29%-160.2pp | 73.15%-57.0pp |
| Employer contribution / active EE | $1,075 | $2,471-56.5% | $3,680-70.8% | $2,343-54.1% |
| Participant deferral / active EE | $2,518 | $2,854-11.8% | $3,897-35.4% | $3,332-24.4% |
| Admin fee / account holder | $1,740 | $3,841-54.7% | $5,194-66.5% | $4,645-62.5% |