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 | $66,431 | $102,393-35.1% | $147,041-54.8% | $80,911-17.9% |
| Participation rate | 65.7% | 75.9%-10.1pp | 82.2%-16.5pp | 67.6%-1.9pp |
| Annual return | 19.64% | 134.95%-115.3pp | 419.21%-399.6pp | 35.63%-16.0pp |
| Employer contribution / active EE | $3,571 | $3,715-3.9% | $4,935-27.6% | $2,756+29.6% |
| Participant deferral / active EE | $6,715 | $6,647+1.0% | $8,071-16.8% | $4,297+56.3% |
| Admin fee / account holder | $948 | $7,943-88.1% | $13,006-92.7% | $6,935-86.3% |