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 | $59,739 | $148,629-59.8% | $135,982-56.1% | $139,487-57.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 61.85% | 79.33%-17.5pp | 68.32%-6.5pp | 373.84%-312.0pp |
| Employer contribution / active EE | $1,532 | $5,247-70.8% | $4,859-68.5% | $4,755-67.8% |
| Participant deferral / active EE | $7,335 | $8,102-9.5% | $7,760-5.5% | $6,713+9.3% |
| Admin fee / account holder | $5,683 | $12,406-54.2% | $10,767-47.2% | $11,407-50.2% |