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 | $71,618 | $65,555+9.2% | $86,216-16.9% | $75,173-4.7% |
| Participation rate | 66.7% | 60.5%+6.2pp | 69.0%-2.3pp | 67.2%-0.5pp |
| Annual return | 16.57% | 46.07%-29.5pp | 1169.42%-1152.8pp | 160.72%-144.1pp |
| Employer contribution / active EE | $1,917 | $1,553+23.4% | $2,382-19.5% | $2,671-28.2% |
| Participant deferral / active EE | $4,460 | $3,023+47.5% | $3,986+11.9% | $4,126+8.1% |
| Admin fee / account holder | $13,529 | $5,469+147.4% | $6,853+97.4% | $5,651+139.4% |