Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $64,635 | $29,319+120.5% | $52,425+23.3% | $82,448-21.6% |
| Participation rate | 28.9% | 46.9%-17.9pp | 55.6%-26.7pp | 68.1%-39.1pp |
| Annual return | 51.18% | 535.20%-484.0pp | 302.12%-250.9pp | 41.64%+9.5pp |
| Employer contribution / active EE | $567 | $586-3.3% | $914-38.0% | $2,551-77.8% |
| Participant deferral / active EE | $1,767 | $1,171+50.8% | $1,790-1.3% | $4,139-57.3% |
| Admin fee / account holder | $1,320 | $1,962-32.7% | $2,495-47.1% | $7,234-81.8% |