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 | $84,530 | $80,812+4.6% | $160,784-47.4% | $82,448+2.5% |
| Participation rate | 57.3% | 66.2%-8.9pp | 77.0%-19.6pp | 68.1%-10.8pp |
| Annual return | 14.68% | 100.59%-85.9pp | 1803.92%-1789.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,288 | $2,174-40.7% | $3,733-65.5% | $2,551-49.5% |
| Participant deferral / active EE | $2,340 | $4,335-46.0% | $6,293-62.8% | $4,139-43.5% |
| Admin fee / account holder | $4,477 | $7,695-41.8% | $9,717-53.9% | $7,234-38.1% |