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 | $71,011 | $29,733+138.8% | $56,025+26.7% | $80,959-12.3% |
| Participation rate | 41.9% | 41.7%+0.1pp | 52.5%-10.6pp | 67.7%-25.8pp |
| Annual return | 12.97% | 35.28%-22.3pp | 1712.69%-1699.7pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,007 | $672+49.9% | $1,042-3.3% | $2,757-63.5% |
| Participant deferral / active EE | $3,179 | $1,229+158.6% | $1,955+62.7% | $4,300-26.1% |
| Admin fee / account holder | $527 | $2,434-78.4% | $2,828-81.4% | $6,925-92.4% |