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 | $60,495 | $102,393-40.9% | $147,041-58.9% | $80,911-25.2% |
| Participation rate | 57.1% | 75.9%-18.7pp | 82.2%-25.0pp | 67.6%-10.5pp |
| Annual return | 18.66% | 134.95%-116.3pp | 419.21%-400.6pp | 35.63%-17.0pp |
| Employer contribution / active EE | $1,799 | $3,715-51.6% | $4,935-63.5% | $2,756-34.7% |
| Participant deferral / active EE | $3,303 | $6,647-50.3% | $8,071-59.1% | $4,297-23.1% |
| Admin fee / account holder | $10,505 | $7,943+32.2% | $13,006-19.2% | $6,935+51.5% |