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 | $101,176 | $58,828+72.0% | $78,002+29.7% | $62,881+60.9% |
| Participation rate | 62.5% | 71.1%-8.6pp | 75.5%-13.0pp | 69.3%-6.8pp |
| Annual return | 7.52% | 17.16%-9.6pp | 425.99%-418.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $619 | $1,672-63.0% | $2,470-74.9% | $2,281-72.9% |
| Participant deferral / active EE | $3,042 | $2,686+13.3% | $3,497-13.0% | $3,203-5.0% |
| Admin fee / account holder | $11,814 | $4,393+168.9% | $5,481+115.6% | $4,296+175.0% |