Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $92,867 | $54,717+69.7% | $86,209+7.7% | $71,495+29.9% |
| Participation rate | 23.5% | 60.1%-36.6pp | 69.0%-45.4pp | 67.9%-44.4pp |
| Annual return | 24.11% | 20.07%+4.0pp | 1169.05%-1144.9pp | 28.85%-4.7pp |
| Employer contribution / active EE | $887 | $1,267-30.0% | $2,381-62.7% | $2,589-65.7% |
| Participant deferral / active EE | $1,758 | $3,110-43.5% | $3,986-55.9% | $4,291-59.0% |
| Admin fee / account holder | $8,562 | $1,922+345.4% | $6,853+24.9% | $1,588+439.2% |