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 | $178,817 | $108,695+64.5% | $74,722+139.3% | $152,897+17.0% |
| Participation rate | 33.3% | 65.4%-32.0pp | 54.5%-21.1pp | 82.5%-49.1pp |
| Annual return | 19.67% | 114.11%-94.4pp | 753.11%-733.4pp | 345.43%-325.8pp |
| Employer contribution / active EE | $451 | $1,504-70.0% | $1,084-58.4% | $4,764-90.5% |
| Participant deferral / active EE | $2,166 | $2,712-20.1% | $1,963+10.3% | $5,851-63.0% |
| Admin fee / account holder | $27,392 | $4,906+458.3% | $3,335+721.4% | $11,599+136.2% |