Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $116,691 | $29,319+298.0% | $52,425+122.6% | $82,448+41.5% |
| Participation rate | 7.7% | 46.9%-39.2pp | 55.6%-47.9pp | 68.1%-60.4pp |
| Annual return | 18.88% | 535.20%-516.3pp | 302.12%-283.2pp | 41.64%-22.8pp |
| Employer contribution / active EE | $247 | $586-57.9% | $914-73.0% | $2,551-90.3% |
| Participant deferral / active EE | $551 | $1,171-53.0% | $1,790-69.2% | $4,139-86.7% |
| Admin fee / account holder | $895 | $1,962-54.4% | $2,495-64.1% | $7,234-87.6% |