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 | $66,529 | $88,754-25.0% | $81,820-18.7% | $145,877-54.4% |
| Participation rate | 55.0% | 75.1%-20.1pp | 72.4%-17.4pp | 80.3%-25.3pp |
| Annual return | 11.24% | 1031.77%-1020.5pp | 777.93%-766.7pp | 551.28%-540.0pp |
| Employer contribution / active EE | $2,646 | $3,085-14.3% | $2,915-9.2% | $4,663-43.3% |
| Participant deferral / active EE | $8,725 | $4,648+87.7% | $4,323+101.8% | $6,691+30.4% |
| Admin fee / account holder | $39,582 | $8,424+369.9% | $7,391+435.6% | $13,402+195.3% |