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 | $174,808 | $56,197+211.1% | $67,652+158.4% | $59,633+193.1% |
| Participation rate | 57.6% | 71.5%-13.9pp | 75.7%-18.1pp | 68.7%-11.1pp |
| Annual return | 0.24% | 18508.10%-18507.9pp | 6625.40%-6625.2pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $1,127 | $1,615-30.2% | $2,266-50.3% | $2,203-48.9% |
| Participant deferral / active EE | $3,735 | $2,844+31.4% | $3,560+4.9% | $3,192+17.0% |
| Admin fee / account holder | $29,472 | $3,958+644.6% | $4,821+511.4% | $4,297+585.9% |