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 | $78,575 | $80,812-2.8% | $160,784-51.1% | $82,448-4.7% |
| Participation rate | 61.9% | 66.2%-4.4pp | 77.0%-15.1pp | 68.1%-6.2pp |
| Annual return | 19.80% | 100.59%-80.8pp | 1803.92%-1784.1pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,241 | $2,174-42.9% | $3,733-66.8% | $2,551-51.4% |
| Participant deferral / active EE | $3,998 | $4,335-7.8% | $6,293-36.5% | $4,139-3.4% |
| Admin fee / account holder | $4,428 | $7,695-42.5% | $9,717-54.4% | $7,234-38.8% |