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 | $137,619 | $58,828+133.9% | $78,002+76.4% | $62,881+118.9% |
| Participation rate | 31.3% | 71.1%-39.8pp | 75.5%-44.3pp | 69.3%-38.1pp |
| Annual return | 10.40% | 17.16%-6.8pp | 425.99%-415.6pp | 20.14%-9.7pp |
| Employer contribution / active EE | $474 | $1,672-71.6% | $2,470-80.8% | $2,281-79.2% |
| Participant deferral / active EE | $2,333 | $2,686-13.1% | $3,497-33.3% | $3,203-27.2% |
| Admin fee / account holder | $2,116 | $4,393-51.8% | $5,481-61.4% | $4,296-50.8% |