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 | $65,760 | $138,072-52.4% | $123,549-46.8% | $135,382-51.4% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | 147.60% | 153.69%-6.1pp | 119.20%+28.4pp | 519.77%-372.2pp |
| Employer contribution / active EE | $3,360 | $5,152-34.8% | $4,628-27.4% | $4,779-29.7% |
| Participant deferral / active EE | $5,432 | $6,799-20.1% | $6,426-15.5% | $5,609-3.2% |
| Admin fee / account holder | $325 | $10,917-97.0% | $9,284-96.5% | $10,829-97.0% |