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 | $77,024 | $47,105+63.5% | $68,368+12.7% | $67,986+13.3% |
| Participation rate | 34.3% | 51.8%-17.5pp | 73.8%-39.5pp | 57.2%-22.9pp |
| Annual return | 14.84% | 48.37%-33.5pp | 292.57%-277.7pp | 31.67%-16.8pp |
| Employer contribution / active EE | $1,059 | $1,859-43.0% | $2,649-60.0% | $2,019-47.6% |
| Participant deferral / active EE | $2,306 | $2,374-2.9% | $4,123-44.1% | $3,358-31.3% |
| Admin fee / account holder | $3,432 | $2,435+40.9% | $5,150-33.4% | $3,203+7.1% |