Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $68,254 | $118,708-42.5% | $98,920-31.0% | $158,982-57.1% |
| Participation rate | 63.2% | 77.8%-14.7pp | 76.0%-12.9pp | 82.0%-18.8pp |
| Annual return | 22.16% | 372.49%-350.3pp | 196.47%-174.3pp | 302.99%-280.8pp |
| Employer contribution / active EE | $1,248 | $3,334-62.6% | $2,689-53.6% | $4,763-73.8% |
| Participant deferral / active EE | $2,655 | $5,089-47.8% | $4,245-37.5% | $5,983-55.6% |
| Admin fee / account holder | $16,104 | $10,134+58.9% | $6,643+142.4% | $11,252+43.1% |