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 | $68,204 | $85,766-20.5% | $136,298-50.0% | $70,126-2.7% |
| Participation rate | 65.8% | 74.2%-8.4pp | 81.9%-16.2pp | 69.5%-3.8pp |
| Annual return | 15.21% | 31.46%-16.2pp | 5156.27%-5141.1pp | 73.15%-57.9pp |
| Employer contribution / active EE | $1,304 | $2,966-56.0% | $4,696-72.2% | $2,343-44.3% |
| Participant deferral / active EE | $7,031 | $5,051+39.2% | $6,247+12.6% | $3,332+111.0% |
| Admin fee / account holder | $10,430 | $5,421+92.4% | $9,244+12.8% | $4,645+124.5% |