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 | $72,877 | $63,346+15.0% | $92,240-21.0% | $70,126+3.9% |
| Participation rate | 54.0% | 68.7%-14.6pp | 76.5%-22.5pp | 69.5%-15.5pp |
| Annual return | 16.84% | 530.19%-513.4pp | 176.29%-159.5pp | 73.15%-56.3pp |
| Employer contribution / active EE | $3,929 | $2,471+59.0% | $3,680+6.8% | $2,343+67.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $937 | $3,841-75.6% | $5,194-82.0% | $4,645-79.8% |