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 | $82,641 | $58,258+41.9% | $81,820+1.0% | $80,925+2.1% |
| Participation rate | 68.9% | 63.5%+5.4pp | 72.4%-3.5pp | 67.7%+1.2pp |
| Annual return | 16.37% | 41.76%-25.4pp | 777.93%-761.6pp | 35.65%-19.3pp |
| Employer contribution / active EE | $1,330 | $2,345-43.3% | $2,915-54.4% | $2,756-51.7% |
| Participant deferral / active EE | $2,930 | $3,284-10.8% | $4,323-32.2% | $4,299-31.8% |
| Admin fee / account holder | $7,726 | $4,976+55.3% | $7,391+4.5% | $6,940+11.3% |