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 | $64,980 | $45,900+41.6% | $94,057-30.9% | $64,340+1.0% |
| Participation rate | 29.9% | 50.6%-20.7pp | 73.3%-43.5pp | 55.2%-25.4pp |
| Annual return | 17.91% | 50.47%-32.6pp | 480.62%-462.7pp | 24.14%-6.2pp |
| Employer contribution / active EE | $1,391 | $1,612-13.7% | $2,933-52.6% | $1,862-25.3% |
| Participant deferral / active EE | $1,728 | $2,102-17.8% | $4,709-63.3% | $2,980-42.0% |
| Admin fee / account holder | $3,133 | $3,143-0.3% | $7,244-56.8% | $3,703-15.4% |