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 | $65,625 | $63,346+3.6% | $92,240-28.9% | $70,126-6.4% |
| Participation rate | 59.2% | 68.7%-9.5pp | 76.5%-17.3pp | 69.5%-10.4pp |
| Annual return | 18.50% | 530.19%-511.7pp | 176.29%-157.8pp | 73.15%-54.6pp |
| Employer contribution / active EE | $1,205 | $2,471-51.2% | $3,680-67.2% | $2,343-48.5% |
| Participant deferral / active EE | $3,906 | $2,854+36.9% | $3,897+0.2% | $3,332+17.2% |
| Admin fee / account holder | $5,242 | $3,841+36.5% | $5,194+0.9% | $4,645+12.9% |