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 | $56,749 | $125,797-54.9% | $170,028-66.6% | $75,181-24.5% |
| Participation rate | 56.8% | 83.6%-26.8pp | 87.0%-30.2pp | 67.2%-10.4pp |
| Annual return | 45.69% | 27.20%+18.5pp | 53.39%-7.7pp | 160.69%-115.0pp |
| Employer contribution / active EE | $1,833 | $4,616-60.3% | $6,788-73.0% | $2,671-31.4% |
| Participant deferral / active EE | $4,122 | $6,838-39.7% | $10,409-60.4% | $4,126-0.1% |
| Admin fee / account holder | $4,941 | $8,177-39.6% | $12,820-61.5% | $5,650-12.5% |