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 | $170,796 | $109,372+56.2% | $89,414+91.0% | $158,966+7.4% |
| Participation rate | 10.0% | 74.3%-64.3pp | 68.0%-58.0pp | 82.0%-72.0pp |
| Annual return | 20.67% | 345.55%-324.9pp | 245.50%-224.8pp | 302.95%-282.3pp |
| Employer contribution / active EE | $365 | $3,171-88.5% | $2,586-85.9% | $4,762-92.3% |
| Participant deferral / active EE | $1,875 | $4,598-59.2% | $3,890-51.8% | $5,983-68.7% |
| Admin fee / account holder | $766 | $6,156-87.6% | $4,883-84.3% | $11,250-93.2% |