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 | $75,253 | $65,566+14.8% | $86,235-12.7% | $75,177+0.1% |
| Participation rate | 59.0% | 60.5%-1.5pp | 69.0%-10.0pp | 67.2%-8.2pp |
| Annual return | 14.41% | 46.07%-31.7pp | 1170.03%-1155.6pp | 160.75%-146.3pp |
| Employer contribution / active EE | $1,088 | $1,553-29.9% | $2,381-54.3% | $2,671-59.3% |
| Participant deferral / active EE | $5,225 | $3,023+72.8% | $3,987+31.0% | $4,126+26.6% |
| Admin fee / account holder | $3,624 | $5,470-33.7% | $6,856-47.1% | $5,651-35.9% |