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 | $134,938 | $56,134+140.4% | $96,161+40.3% | $85,856+57.2% |
| Participation rate | 33.3% | 56.7%-23.4pp | 68.4%-35.1pp | 69.3%-36.0pp |
| Annual return | 22.72% | 42.30%-19.6pp | 192.01%-169.3pp | 318.58%-295.9pp |
| Employer contribution / active EE | $756 | $1,620-53.3% | $2,798-73.0% | $2,565-70.5% |
| Participant deferral / active EE | $2,523 | $2,858-11.7% | $4,349-42.0% | $3,952-36.2% |
| Admin fee / account holder | $1,321 | $3,769-65.0% | $5,538-76.2% | $6,261-78.9% |