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 | $73,334 | $103,393-29.1% | $87,103-15.8% | $152,909-52.0% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 20.27% | 28.10%-7.8pp | 28.19%-7.9pp | 345.46%-325.2pp |
| Employer contribution / active EE | $1,683 | $3,221-47.8% | $2,521-33.3% | $4,764-64.7% |
| Participant deferral / active EE | $2,316 | $4,778-51.5% | $4,049-42.8% | $5,851-60.4% |
| Admin fee / account holder | $728 | $12,195-94.0% | $7,491-90.3% | $11,601-93.7% |