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 | $65,479 | $111,830-41.4% | $93,696-30.1% | $145,884-55.1% |
| Participation rate | 65.2% | 74.2%-9.0pp | 68.7%-3.5pp | 80.3%-15.1pp |
| Annual return | 11.58% | 204.08%-192.5pp | 133.74%-122.2pp | 551.85%-540.3pp |
| Employer contribution / active EE | $3,592 | $3,093+16.1% | $2,422+48.3% | $4,662-23.0% |
| Participant deferral / active EE | $5,405 | $4,920+9.9% | $4,417+22.4% | $6,690-19.2% |
| Admin fee / account holder | $3,445 | $10,249-66.4% | $8,287-58.4% | $13,392-74.3% |