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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,489 | $104,924-43.3% | $84,623-29.7% | $152,885-61.1% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | 22.37% | 373.82%-351.4pp | 258.77%-236.4pp | 345.39%-323.0pp |
| Employer contribution / active EE | $1,919 | $3,302-41.9% | $2,652-27.6% | $4,763-59.7% |
| Participant deferral / active EE | $11,505 | $4,689+145.4% | $3,899+195.0% | $5,851+96.6% |
| Admin fee / account holder | $91,356 | $6,242+1363.6% | $4,913+1759.5% | $11,598+687.7% |