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 | $71,011 | $29,716+139.0% | $56,077+26.6% | $80,925-12.3% |
| Participation rate | 41.9% | 41.7%+0.2pp | 52.5%-10.6pp | 67.7%-25.8pp |
| Annual return | 12.97% | 35.30%-22.3pp | 1709.28%-1696.3pp | 35.65%-22.7pp |
| Employer contribution / active EE | $1,007 | $671+50.0% | $1,040-3.2% | $2,756-63.5% |
| Participant deferral / active EE | $3,179 | $1,228+158.8% | $1,954+62.7% | $4,299-26.0% |
| Admin fee / account holder | $527 | $2,432-78.3% | $2,825-81.4% | $6,940-92.4% |