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 | $61,674 | $79,181-22.1% | $102,423-39.8% | $74,429-17.1% |
| Participation rate | 37.7% | 74.8%-37.1pp | 76.5%-38.8pp | 67.2%-29.5pp |
| Annual return | 17.65% | 54.97%-37.3pp | 29.42%-11.8pp | 1368.38%-1350.7pp |
| Employer contribution / active EE | $1,407 | $2,362-40.4% | $3,023-53.5% | $2,625-46.4% |
| Participant deferral / active EE | $3,258 | $4,416-26.2% | $5,054-35.5% | $4,348-25.1% |
| Admin fee / account holder | $2,913 | $2,002+45.5% | $9,455-69.2% | $1,944+49.8% |