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 | $71,789 | $63,346+13.3% | $92,240-22.2% | $70,126+2.4% |
| Participation rate | 54.3% | 68.7%-14.4pp | 76.5%-22.2pp | 69.5%-15.3pp |
| Annual return | 16.87% | 530.19%-513.3pp | 176.29%-159.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $2,131 | $2,471-13.8% | $3,680-42.1% | $2,343-9.0% |
| Participant deferral / active EE | $4,080 | $2,854+43.0% | $3,897+4.7% | $3,332+22.5% |
| Admin fee / account holder | $3,594 | $3,841-6.4% | $5,194-30.8% | $4,645-22.6% |