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 | $50,860 | $57,330-11.3% | $86,656-41.3% | $75,177-32.3% |
| Participation rate | 63.3% | 63.2%+0.1pp | 71.7%-8.4pp | 67.2%-3.9pp |
| Annual return | 19.86% | 2675.40%-2655.5pp | 593.09%-573.2pp | 160.75%-140.9pp |
| Employer contribution / active EE | $1,762 | $2,316-23.9% | $3,025-41.8% | $2,671-34.0% |
| Participant deferral / active EE | $3,560 | $3,320+7.2% | $4,439-19.8% | $4,126-13.7% |
| Admin fee / account holder | $5,814 | $4,115+41.3% | $5,619+3.5% | $5,651+2.9% |