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 | $74,573 | $232,540-67.9% | $185,117-59.7% | $147,586-49.5% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 19.65% | 43.03%-23.4pp | 40.50%-20.8pp | 578.59%-558.9pp |
| Employer contribution / active EE | $2,144 | $5,195-58.7% | $4,182-48.7% | $4,876-56.0% |
| Participant deferral / active EE | $3,244 | $5,834-44.4% | $5,045-35.7% | $5,439-40.4% |
| Admin fee / account holder | $770 | $10,275-92.5% | $8,159-90.6% | $10,886-92.9% |