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 | $50,091 | $85,766-41.6% | $136,298-63.2% | $70,126-28.6% |
| Participation rate | 65.5% | 74.2%-8.7pp | 81.9%-16.4pp | 69.5%-4.1pp |
| Annual return | 20.24% | 31.46%-11.2pp | 5156.27%-5136.0pp | 73.15%-52.9pp |
| Employer contribution / active EE | $1,000 | $2,966-66.3% | $4,696-78.7% | $2,343-57.3% |
| Participant deferral / active EE | $3,447 | $5,051-31.8% | $6,247-44.8% | $3,332+3.5% |
| Admin fee / account holder | $667 | $5,421-87.7% | $9,244-92.8% | $4,645-85.7% |