Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $71,906 | $57,305+25.5% | $86,640-17.0% | $75,173-4.3% |
| Participation rate | 60.9% | 63.2%-2.3pp | 71.7%-10.8pp | 67.2%-6.3pp |
| Annual return | 17.79% | 2674.24%-2656.4pp | 592.52%-574.7pp | 160.72%-142.9pp |
| Employer contribution / active EE | $1,288 | $2,316-44.4% | $3,024-57.4% | $2,671-51.8% |
| Participant deferral / active EE | $2,847 | $3,320-14.3% | $4,438-35.9% | $4,126-31.0% |
| Admin fee / account holder | $7,692 | $4,116+86.9% | $5,616+37.0% | $5,651+36.1% |