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 | $110,674 | $79,181+39.8% | $102,423+8.1% | $74,429+48.7% |
| Participation rate | 48.2% | 74.8%-26.6pp | 76.5%-28.3pp | 67.2%-19.0pp |
| Annual return | 13.22% | 54.97%-41.8pp | 29.42%-16.2pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $997 | $2,362-57.8% | $3,023-67.0% | $2,625-62.0% |
| Participant deferral / active EE | $3,383 | $4,416-23.4% | $5,054-33.1% | $4,348-22.2% |
| Admin fee / account holder | $24,585 | $2,002+1128.2% | $9,455+160.0% | $1,944+1164.5% |