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 | $67,775 | $29,319+131.2% | $52,425+29.3% | $82,448-17.8% |
| Participation rate | 22.2% | 46.9%-24.6pp | 55.6%-33.4pp | 68.1%-45.8pp |
| Annual return | 15.74% | 535.20%-519.5pp | 302.12%-286.4pp | 41.64%-25.9pp |
| Employer contribution / active EE | $566 | $586-3.6% | $914-38.1% | $2,551-77.8% |
| Participant deferral / active EE | $1,564 | $1,171+33.5% | $1,790-12.7% | $4,139-62.2% |
| Admin fee / account holder | $4,791 | $1,962+144.2% | $2,495+92.0% | $7,234-33.8% |