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 | $60,306 | $117,859-48.8% | $102,438-41.1% | $145,959-58.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 10.41% | 31.72%-21.3pp | 29.37%-19.0pp | 561.95%-551.5pp |
| Employer contribution / active EE | $2,145 | $3,615-40.7% | $3,024-29.1% | $4,661-54.0% |
| Participant deferral / active EE | $7,025 | $5,732+22.6% | $5,054+39.0% | $6,689+5.0% |
| Admin fee / account holder | $23,609 | $13,318+77.3% | $9,448+149.9% | $13,398+76.2% |