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 | $82,548 | $88,754-7.0% | $81,820+0.9% | $145,877-43.4% |
| Participation rate | 27.8% | 75.1%-47.3pp | 72.4%-44.6pp | 80.3%-52.5pp |
| Annual return | 10.14% | 1031.77%-1021.6pp | 777.93%-767.8pp | 551.28%-541.1pp |
| Employer contribution / active EE | $854 | $3,085-72.3% | $2,915-70.7% | $4,663-81.7% |
| Participant deferral / active EE | $2,184 | $4,648-53.0% | $4,323-49.5% | $6,691-67.4% |
| Admin fee / account holder | $6,239 | $8,424-25.9% | $7,391-15.6% | $13,402-53.4% |