Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $66,994 | $57,305+16.9% | $86,640-22.7% | $75,173-10.9% |
| Participation rate | 40.0% | 63.2%-23.2pp | 71.7%-31.7pp | 67.2%-27.2pp |
| Annual return | 19.17% | 2674.24%-2655.1pp | 592.52%-573.3pp | 160.72%-141.5pp |
| Employer contribution / active EE | $866 | $2,316-62.6% | $3,024-71.4% | $2,671-67.6% |
| Participant deferral / active EE | $2,807 | $3,320-15.4% | $4,438-36.8% | $4,126-32.0% |
| Admin fee / account holder | $1,212 | $4,116-70.5% | $5,616-78.4% | $5,651-78.5% |