Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $75,830 | $29,733+155.0% | $56,025+35.3% | $80,959-6.3% |
| Participation rate | 21.4% | 41.7%-20.3pp | 52.5%-31.1pp | 67.7%-46.2pp |
| Annual return | 12.36% | 35.28%-22.9pp | 1712.69%-1700.3pp | 35.67%-23.3pp |
| Employer contribution / active EE | $235 | $672-65.0% | $1,042-77.4% | $2,757-91.5% |
| Participant deferral / active EE | $839 | $1,229-31.8% | $1,955-57.1% | $4,300-80.5% |
| Admin fee / account holder | $4,541 | $2,434+86.6% | $2,828+60.5% | $6,925-34.4% |