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 | $80,976 | $55,423+46.1% | $155,602-48.0% | $74,400+8.8% |
| Participation rate | 23.4% | 61.9%-38.5pp | 78.2%-54.8pp | 67.2%-43.8pp |
| Annual return | 12.77% | 269.07%-256.3pp | 64.81%-52.0pp | 1367.51%-1354.7pp |
| Employer contribution / active EE | $681 | $2,266-70.0% | $4,675-85.4% | $2,624-74.1% |
| Participant deferral / active EE | $1,491 | $2,835-47.4% | $5,629-73.5% | $4,348-65.7% |
| Admin fee / account holder | $3,184 | $1,744+82.5% | $15,923-80.0% | $1,944+63.8% |