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 | $83,718 | $109,872-23.8% | $98,483-15.0% | $167,536-50.0% |
| Participation rate | 68.4% | 75.8%-7.4pp | 73.3%-4.9pp | 82.1%-13.7pp |
| Annual return | 11.80% | 1959.31%-1947.5pp | 1494.38%-1482.6pp | 478.82%-467.0pp |
| Employer contribution / active EE | $786 | $3,225-75.6% | $2,961-73.4% | $4,839-83.7% |
| Participant deferral / active EE | $1,717 | $4,673-63.3% | $4,276-59.9% | $6,342-72.9% |
| Admin fee / account holder | $981 | $6,757-85.5% | $5,953-83.5% | $12,315-92.0% |