Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $63,216 | $57,330+10.3% | $86,656-27.0% | $75,177-15.9% |
| Participation rate | 59.6% | 63.2%-3.6pp | 71.7%-12.1pp | 67.2%-7.6pp |
| Annual return | 15.83% | 2675.40%-2659.6pp | 593.09%-577.3pp | 160.75%-144.9pp |
| Employer contribution / active EE | $1,416 | $2,316-38.9% | $3,025-53.2% | $2,671-47.0% |
| Participant deferral / active EE | $3,741 | $3,320+12.7% | $4,439-15.7% | $4,126-9.3% |
| Admin fee / account holder | $1,052 | $4,115-74.4% | $5,619-81.3% | $5,651-81.4% |