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 | $58,471 | $65,434-10.6% | $98,483-40.6% | $85,847-31.9% |
| Participation rate | 62.7% | 65.0%-2.3pp | 73.3%-10.7pp | 69.3%-6.7pp |
| Annual return | 13.15% | 21.75%-8.6pp | 1494.38%-1481.2pp | 318.61%-305.5pp |
| Employer contribution / active EE | $987 | $2,169-54.5% | $2,961-66.7% | $2,565-61.5% |
| Participant deferral / active EE | $4,267 | $3,168+34.7% | $4,276-0.2% | $3,952+8.0% |
| Admin fee / account holder | $1,680 | $4,595-63.4% | $5,953-71.8% | $6,261-73.2% |