Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $65,811 | $96,643-31.9% | $86,617-24.0% | $139,456-52.8% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 19.13% | 106.57%-87.4pp | 591.91%-572.8pp | 373.45%-354.3pp |
| Employer contribution / active EE | $990 | $3,264-69.7% | $3,023-67.3% | $4,753-79.2% |
| Participant deferral / active EE | $2,331 | $4,835-51.8% | $4,437-47.5% | $6,711-65.3% |
| Admin fee / account holder | $2,615 | $6,406-59.2% | $5,613-53.4% | $11,407-77.1% |