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 | $81,655 | $96,678-15.5% | $86,640-5.8% | $139,466-41.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 17.82% | 106.69%-88.9pp | 592.52%-574.7pp | 373.66%-355.8pp |
| Employer contribution / active EE | $1,091 | $3,265-66.6% | $3,024-63.9% | $4,754-77.0% |
| Participant deferral / active EE | $5,050 | $4,837+4.4% | $4,438+13.8% | $6,712-24.8% |
| Admin fee / account holder | $354 | $6,410-94.5% | $5,616-93.7% | $11,409-96.9% |