Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $87,649 | $52,279+67.7% | $89,435-2.0% | $79,856+9.8% |
| Participation rate | 31.3% | 57.5%-26.3pp | 68.0%-36.7pp | 69.6%-38.4pp |
| Annual return | 18.37% | 22.16%-3.8pp | 245.55%-227.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $364 | $1,572-76.8% | $2,587-85.9% | $2,471-85.3% |
| Participant deferral / active EE | $2,583 | $2,740-5.7% | $3,890-33.6% | $3,741-30.9% |
| Admin fee / account holder | $2,247 | $3,356-33.0% | $4,884-54.0% | $5,306-57.7% |