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 | $75,030 | $59,456+26.2% | $93,669-19.9% | $74,429+0.8% |
| Participation rate | 28.6% | 59.6%-31.1pp | 68.7%-40.2pp | 67.2%-38.6pp |
| Annual return | 16.78% | 82.00%-65.2pp | 133.59%-116.8pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $1,768 | $1,266+39.7% | $2,424-27.0% | $2,625-32.6% |
| Participant deferral / active EE | $3,263 | $3,052+6.9% | $4,416-26.1% | $4,348-25.0% |
| Admin fee / account holder | $14,358 | $3,026+374.5% | $8,291+73.2% | $1,944+638.5% |