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 | $54,963 | $49,199+11.7% | $121,204-54.7% | $75,173-26.9% |
| Participation rate | 66.3% | 55.4%+10.9pp | 69.5%-3.2pp | 67.2%-0.9pp |
| Annual return | 18.49% | 56.04%-37.6pp | 987.18%-968.7pp | 160.72%-142.2pp |
| Employer contribution / active EE | $1,764 | $1,547+14.0% | $4,170-57.7% | $2,671-34.0% |
| Participant deferral / active EE | $4,546 | $2,630+72.9% | $4,083+11.4% | $4,126+10.2% |
| Admin fee / account holder | $1,987 | $3,946-49.6% | $5,651-64.8% | $5,651-64.8% |