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 | $128,400 | $28,624+348.6% | $53,647+139.3% | $82,637+55.4% |
| Participation rate | 25.4% | 47.3%-21.9pp | 56.3%-30.9pp | 68.1%-42.7pp |
| Annual return | 17.13% | 664.98%-647.8pp | 358.33%-341.2pp | 53.51%-36.4pp |
| Employer contribution / active EE | $1,260 | $637+97.9% | $962+31.0% | $2,552-50.6% |
| Participant deferral / active EE | $2,307 | $1,196+92.9% | $1,813+27.2% | $4,126-44.1% |
| Admin fee / account holder | $7,445 | $2,022+268.2% | $2,460+202.6% | $7,339+1.4% |