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 | $183,192 | $76,519+139.4% | $56,025+227.0% | $145,897+25.6% |
| Participation rate | 21.4% | 63.2%-41.8pp | 52.5%-31.1pp | 80.3%-58.9pp |
| Annual return | 10.51% | 3017.03%-3006.5pp | 1712.69%-1702.2pp | 552.29%-541.8pp |
| Employer contribution / active EE | $956 | $1,383-30.9% | $1,042-8.2% | $4,663-79.5% |
| Participant deferral / active EE | $2,526 | $2,624-3.7% | $1,955+29.3% | $6,689-62.2% |
| Admin fee / account holder | $6,215 | $3,331+86.6% | $2,828+119.7% | $13,390-53.6% |