Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $75,385 | $111,785-32.6% | $93,669-19.5% | $145,877-48.3% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 15.02% | 203.79%-188.8pp | 133.59%-118.6pp | 551.28%-536.3pp |
| Employer contribution / active EE | $1,653 | $3,096-46.6% | $2,424-31.8% | $4,663-64.6% |
| Participant deferral / active EE | $2,363 | $4,919-52.0% | $4,416-46.5% | $6,691-64.7% |
| Admin fee / account holder | $1,079 | $10,256-89.5% | $8,291-87.0% | $13,402-92.0% |