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 | $76,045 | $57,330+32.6% | $86,656-12.2% | $75,177+1.2% |
| Participation rate | 62.1% | 63.2%-1.1pp | 71.7%-9.6pp | 67.2%-5.1pp |
| Annual return | 16.89% | 2675.40%-2658.5pp | 593.09%-576.2pp | 160.75%-143.9pp |
| Employer contribution / active EE | $4,951 | $2,316+113.7% | $3,025+63.7% | $2,671+85.4% |
| Participant deferral / active EE | $5,989 | $3,320+80.4% | $4,439+34.9% | $4,126+45.1% |
| Admin fee / account holder | $993 | $4,115-75.9% | $5,619-82.3% | $5,651-82.4% |