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 | $64,665 | $58,311+10.9% | $81,882-21.0% | $80,959-20.1% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.4%-22.4pp | 67.7%-17.7pp |
| Annual return | 31.95% | 41.85%-9.9pp | 779.47%-747.5pp | 35.67%-3.7pp |
| Employer contribution / active EE | $2,341 | $2,347-0.2% | $2,916-19.7% | $2,757-15.1% |
| Participant deferral / active EE | $4,713 | $3,287+43.4% | $4,323+9.0% | $4,300+9.6% |
| Admin fee / account holder | $11,871 | $4,752+149.8% | $7,360+61.3% | $6,925+71.4% |