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 | $51,869 | $60,454-14.2% | $81,844-36.6% | $74,459-30.3% |
| Participation rate | 61.7% | 63.0%-1.3pp | 72.4%-10.7pp | 67.2%-5.5pp |
| Annual return | 22.25% | 16.87%+5.4pp | 778.87%-756.6pp | 1369.70%-1347.4pp |
| Employer contribution / active EE | $778 | $2,630-70.4% | $2,916-73.3% | $2,626-70.4% |
| Participant deferral / active EE | $4,038 | $3,398+18.8% | $4,323-6.6% | $4,350-7.2% |
| Admin fee / account holder | $1,699 | $1,490+14.0% | $7,355-76.9% | $1,945-12.6% |