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 | $60,394 | $57,305+5.4% | $86,640-30.3% | $75,173-19.7% |
| Participation rate | 63.9% | 63.2%+0.7pp | 71.7%-7.8pp | 67.2%-3.3pp |
| Annual return | 33.60% | 2674.24%-2640.6pp | 592.52%-558.9pp | 160.72%-127.1pp |
| Employer contribution / active EE | $2,052 | $2,316-11.4% | $3,024-32.2% | $2,671-23.2% |
| Participant deferral / active EE | $5,475 | $3,320+64.9% | $4,438+23.4% | $4,126+32.7% |
| Admin fee / account holder | $2,037 | $4,116-50.5% | $5,616-63.7% | $5,651-63.9% |