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 | $61,189 | $96,678-36.7% | $86,640-29.4% | $139,466-56.1% |
| Participation rate | 23.5% | 74.4%-50.9pp | 71.7%-48.2pp | 80.3%-56.8pp |
| Annual return | 14.81% | 106.69%-91.9pp | 592.52%-577.7pp | 373.66%-358.9pp |
| Employer contribution / active EE | $695 | $3,265-78.7% | $3,024-77.0% | $4,754-85.4% |
| Participant deferral / active EE | $1,299 | $4,837-73.1% | $4,438-70.7% | $6,712-80.6% |
| Admin fee / account holder | $3,926 | $6,410-38.7% | $5,616-30.1% | $11,409-65.6% |