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 | $69,650 | $76,608-9.1% | $56,077+24.2% | $145,877-52.3% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 9.96% | 3009.59%-2999.6pp | 1709.28%-1699.3pp | 551.28%-541.3pp |
| Employer contribution / active EE | $675 | $1,382-51.1% | $1,040-35.1% | $4,663-85.5% |
| Participant deferral / active EE | $1,307 | $2,624-50.2% | $1,954-33.1% | $6,691-80.5% |
| Admin fee / account holder | $2,539 | $3,325-23.6% | $2,825-10.1% | $13,402-81.1% |