Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $239,530 | $65,034+268.3% | $90,970+163.3% | $79,856+200.0% |
| Participation rate | 18.2% | 61.6%-43.4pp | 69.0%-50.8pp | 69.6%-51.5pp |
| Annual return | 12.07% | 30.45%-18.4pp | 134.60%-122.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,832 | $1,247+46.9% | $2,122-13.6% | $2,471-25.9% |
| Participant deferral / active EE | $2,743 | $2,512+9.2% | $3,373-18.7% | $3,741-26.7% |
| Admin fee / account holder | $19,187 | $4,536+323.0% | $5,961+221.9% | $5,306+261.6% |