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 | $76,259 | $60,261+26.5% | $81,783-6.8% | $74,546+2.3% |
| Participation rate | 49.6% | 62.9%-13.3pp | 72.4%-22.7pp | 67.2%-17.6pp |
| Annual return | 14.66% | 16.88%-2.2pp | 775.05%-760.4pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $1,592 | $2,622-39.3% | $2,913-45.3% | $2,624-39.3% |
| Participant deferral / active EE | $2,698 | $3,388-20.4% | $4,320-37.6% | $4,347-37.9% |
| Admin fee / account holder | $5,595 | $1,482+277.4% | $7,380-24.2% | $1,944+187.9% |