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 | $92,811 | $58,726+58.0% | $142,898-35.1% | $85,847+8.1% |
| Participation rate | 60.9% | 58.5%+2.4pp | 72.0%-11.1pp | 69.3%-8.4pp |
| Annual return | 23.63% | 27.73%-4.1pp | 5639.64%-5616.0pp | 318.61%-295.0pp |
| Employer contribution / active EE | $1,838 | $1,424+29.1% | $4,146-55.7% | $2,565-28.4% |
| Participant deferral / active EE | $2,597 | $2,609-0.4% | $3,838-32.3% | $3,952-34.3% |
| Admin fee / account holder | $3,484 | $4,234-17.7% | $6,560-46.9% | $6,261-44.4% |