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 | $68,922 | $76,368-9.8% | $67,681+1.8% | $154,746-55.5% |
| Participation rate | 66.7% | 79.0%-12.3pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 11.14% | 1066.77%-1055.6pp | 590.58%-579.4pp | 172.34%-161.2pp |
| Employer contribution / active EE | $3,360 | $3,151+6.6% | $2,678+25.5% | $4,379-23.3% |
| Participant deferral / active EE | $4,440 | $4,824-8.0% | $3,976+11.7% | $6,730-34.0% |
| Admin fee / account holder | $17,290 | $8,559+102.0% | $6,100+183.4% | $14,365+20.4% |