Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $67,328 | $53,841+25.0% | $75,731-11.1% | $85,851-21.6% |
| Participation rate | 63.2% | 69.0%-5.9pp | 74.8%-11.7pp | 69.3%-6.2pp |
| Annual return | 24.58% | 24.54%0pp | 104.65%-80.1pp | 318.63%-294.1pp |
| Employer contribution / active EE | $495 | $2,017-75.5% | $2,743-82.0% | $2,565-80.7% |
| Participant deferral / active EE | $3,243 | $2,895+12.0% | $3,820-15.1% | $3,952-18.0% |
| Admin fee / account holder | $14,855 | $3,340+344.7% | $3,620+310.4% | $6,261+137.3% |