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 | $72,257 | $52,507+37.6% | $129,406-44.2% | $74,478-3.0% |
| Participation rate | 48.3% | 53.9%-5.6pp | 69.6%-21.3pp | 67.2%-18.9pp |
| Annual return | 16.53% | 15.64%+0.9pp | 9468.18%-9451.7pp | 1370.56%-1354.0pp |
| Employer contribution / active EE | $1,518 | $1,534-1.1% | $4,155-63.5% | $2,626-42.2% |
| Participant deferral / active EE | $3,085 | $2,801+10.1% | $4,167-26.0% | $4,350-29.1% |
| Admin fee / account holder | $2,054 | $2,639-22.2% | $7,689-73.3% | $1,946+5.6% |