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 | $72,728 | $49,896+45.8% | $80,627-9.8% | $75,173-3.3% |
| Participation rate | 65.2% | 55.3%+9.9pp | 67.0%-1.8pp | 67.2%-2.0pp |
| Annual return | 26.39% | 34.67%-8.3pp | 936.76%-910.4pp | 160.72%-134.3pp |
| Employer contribution / active EE | $923 | $1,699-45.6% | $2,723-66.1% | $2,671-65.4% |
| Participant deferral / active EE | $3,602 | $2,992+20.4% | $4,443-18.9% | $4,126-12.7% |
| Admin fee / account holder | $714 | $3,578-80.1% | $5,381-86.7% | $5,651-87.4% |