Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $66,709 | $111,830-40.3% | $93,696-28.8% | $145,884-54.3% |
| Participation rate | 21.7% | 74.2%-52.5pp | 68.7%-47.0pp | 80.3%-58.6pp |
| Annual return | 15.01% | 204.08%-189.1pp | 133.74%-118.7pp | 551.85%-536.8pp |
| Employer contribution / active EE | $811 | $3,093-73.8% | $2,422-66.5% | $4,662-82.6% |
| Participant deferral / active EE | $1,602 | $4,920-67.4% | $4,417-63.7% | $6,690-76.1% |
| Admin fee / account holder | $1,508 | $10,249-85.3% | $8,287-81.8% | $13,392-88.7% |