Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $56,643 | $65,423-13.4% | $98,477-42.5% | $85,856-34.0% |
| Participation rate | 62.5% | 65.0%-2.5pp | 73.3%-10.8pp | 69.3%-6.8pp |
| Annual return | 16.33% | 21.76%-5.4pp | 1493.59%-1477.3pp | 318.58%-302.3pp |
| Employer contribution / active EE | $1,560 | $2,168-28.0% | $2,961-47.3% | $2,565-39.2% |
| Participant deferral / active EE | $5,587 | $3,167+76.4% | $4,276+30.7% | $3,952+41.4% |
| Admin fee / account holder | $3,615 | $4,594-21.3% | $5,951-39.3% | $6,261-42.3% |