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 | $153,524 | $102,635+49.6% | $86,209+78.1% | $139,456+10.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 18.74% | 1923.53%-1904.8pp | 1169.05%-1150.3pp | 373.45%-354.7pp |
| Employer contribution / active EE | $772 | $3,034-74.6% | $2,381-67.6% | $4,753-83.8% |
| Participant deferral / active EE | $2,468 | $4,677-47.2% | $3,986-38.1% | $6,711-63.2% |
| Admin fee / account holder | $804 | $8,661-90.7% | $6,853-88.3% | $11,407-93.0% |