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 | $59,558 | $80,812-26.3% | $160,784-63.0% | $82,448-27.8% |
| Participation rate | 60.0% | 66.2%-6.2pp | 77.0%-17.0pp | 68.1%-8.1pp |
| Annual return | 14.70% | 100.59%-85.9pp | 1803.92%-1789.2pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,077 | $2,174-4.5% | $3,733-44.4% | $2,551-18.6% |
| Participant deferral / active EE | $3,839 | $4,335-11.4% | $6,293-39.0% | $4,139-7.2% |
| Admin fee / account holder | $18,597 | $7,695+141.7% | $9,717+91.4% | $7,234+157.1% |