Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $241,773 | $49,976+383.8% | $66,674+262.6% | $82,637+192.6% |
| Participation rate | 30.0% | 63.1%-33.1pp | 73.7%-43.7pp | 68.1%-38.1pp |
| Annual return | 18.15% | 39.09%-20.9pp | 321.24%-303.1pp | 53.51%-35.4pp |
| Employer contribution / active EE | $1,128 | $1,988-43.3% | $2,620-57.0% | $2,552-55.8% |
| Participant deferral / active EE | $3,057 | $2,847+7.4% | $4,084-25.2% | $4,126-25.9% |
| Admin fee / account holder | $7,587 | $4,594+65.2% | $5,098+48.8% | $7,339+3.4% |