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 | $58,269 | $55,437+5.1% | $155,534-62.5% | $74,459-21.7% |
| Participation rate | 28.2% | 61.9%-33.7pp | 78.2%-50.0pp | 67.2%-39.0pp |
| Annual return | 13.22% | 269.58%-256.4pp | 64.92%-51.7pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $508 | $2,266-77.6% | $4,675-89.1% | $2,626-80.6% |
| Participant deferral / active EE | $964 | $2,837-66.0% | $5,630-82.9% | $4,350-77.8% |
| Admin fee / account holder | $21,856 | $1,742+1154.3% | $15,900+37.5% | $1,945+1023.8% |