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 | $64,423 | $100,895-36.1% | $90,430-28.8% | $158,950-59.5% |
| Participation rate | 64.7% | 75.0%-10.3pp | 72.7%-8.0pp | 82.0%-17.3pp |
| Annual return | 12.26% | 1725.54%-1713.3pp | 1293.73%-1281.5pp | 302.91%-290.6pp |
| Employer contribution / active EE | $560 | $3,689-84.8% | $3,262-82.8% | $4,762-88.2% |
| Participant deferral / active EE | $764 | $4,347-82.4% | $3,963-80.7% | $5,983-87.2% |
| Admin fee / account holder | $4,099 | $6,505-37.0% | $5,613-27.0% | $11,248-63.6% |