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 | $56,280 | $58,258-3.4% | $81,820-31.2% | $80,925-30.5% |
| Participation rate | 66.7% | 63.5%+3.2pp | 72.4%-5.7pp | 67.7%-1.0pp |
| Annual return | 12.37% | 41.76%-29.4pp | 777.93%-765.6pp | 35.65%-23.3pp |
| Employer contribution / active EE | $2,356 | $2,345+0.4% | $2,915-19.2% | $2,756-14.5% |
| Participant deferral / active EE | $4,235 | $3,284+29.0% | $4,323-2.0% | $4,299-1.5% |
| Admin fee / account holder | $12,081 | $4,976+142.8% | $7,391+63.5% | $6,940+74.1% |