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 | $217,346 | $117,895+84.4% | $102,460+112.1% | $145,897+49.0% |
| Participation rate | 43.8% | 78.6%-34.9pp | 76.5%-32.8pp | 80.3%-36.6pp |
| Annual return | 18.62% | 31.92%-13.3pp | 29.47%-10.8pp | 552.29%-533.7pp |
| Employer contribution / active EE | $1,590 | $3,619-56.1% | $3,025-47.4% | $4,663-65.9% |
| Participant deferral / active EE | $4,723 | $5,736-17.7% | $5,056-6.6% | $6,689-29.4% |
| Admin fee / account holder | $2,409 | $13,353-82.0% | $9,460-74.5% | $13,390-82.0% |