Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $76,599 | $108,285-29.3% | $77,552-1.2% | $158,982-51.8% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 19.00% | 31.69%-12.7pp | 54.82%-35.8pp | 302.99%-284.0pp |
| Employer contribution / active EE | $577 | $1,325-56.5% | $987-41.5% | $4,763-87.9% |
| Participant deferral / active EE | $1,307 | $2,455-46.8% | $1,861-29.8% | $5,983-78.2% |
| Admin fee / account holder | $9,122 | $3,709+145.9% | $2,859+219.1% | $11,252-18.9% |