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 | $138,306 | $102,595+34.8% | $94,057+47.0% | $154,746-10.6% |
| Participation rate | 20.0% | 76.0%-56.0pp | 73.3%-53.3pp | 80.7%-60.7pp |
| Annual return | 19.67% | 583.42%-563.7pp | 480.62%-460.9pp | 172.34%-152.7pp |
| Employer contribution / active EE | $420 | $3,147-86.6% | $2,933-85.7% | $4,379-90.4% |
| Participant deferral / active EE | $2,683 | $5,118-47.6% | $4,709-43.0% | $6,730-60.1% |
| Admin fee / account holder | $2,398 | $7,736-69.0% | $7,244-66.9% | $14,365-83.3% |