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 | $73,342 | $72,071+1.8% | $68,368+7.3% | $137,256-46.6% |
| Participation rate | 36.4% | 76.2%-39.9pp | 73.8%-37.4pp | 80.0%-43.6pp |
| Annual return | 15.15% | 353.14%-338.0pp | 292.57%-277.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $958 | $2,788-65.6% | $2,649-63.8% | $4,156-76.9% |
| Participant deferral / active EE | $1,208 | $4,410-72.6% | $4,123-70.7% | $6,407-81.1% |
| Admin fee / account holder | $1,195 | $5,336-77.6% | $5,150-76.8% | $12,270-90.3% |