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 | $63,968 | $154,159-58.5% | $130,026-50.8% | $139,456-54.1% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 22.05% | 32.50%-10.5pp | -137.26%+159.3pp | 373.45%-351.4pp |
| Employer contribution / active EE | $1,667 | $5,292-68.5% | $4,321-61.4% | $4,753-64.9% |
| Participant deferral / active EE | $9,123 | $6,710+36.0% | $5,821+56.7% | $6,711+35.9% |
| Admin fee / account holder | $677 | $14,001-95.2% | $10,608-93.6% | $11,407-94.1% |