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 | $65,481 | $85,171-23.1% | $172,752-62.1% | $72,975-10.3% |
| Participation rate | 59.4% | 70.1%-10.7pp | 82.6%-23.3pp | 69.5%-10.1pp |
| Annual return | 33.10% | 27.32%+5.8pp | 802.97%-769.9pp | 81.01%-47.9pp |
| Employer contribution / active EE | $1,486 | $3,324-55.3% | $5,144-71.1% | $2,440-39.1% |
| Participant deferral / active EE | $2,413 | $3,260-26.0% | $5,198-53.6% | $3,608-33.1% |
| Admin fee / account holder | $12,445 | $5,880+111.6% | $13,955-10.8% | $5,124+142.9% |