Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $85,154 | $106,247-19.9% | $96,515-11.8% | $139,466-38.9% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.3%-54.3pp | 80.3%-60.3pp |
| Annual return | 63.63% | 38.47%+25.2pp | 35.73%+27.9pp | 373.66%-310.0pp |
| Employer contribution / active EE | $851 | $4,106-79.3% | $3,740-77.2% | $4,754-82.1% |
| Participant deferral / active EE | $4,500 | $5,456-17.5% | $4,880-7.8% | $6,712-33.0% |
| Admin fee / account holder | $492 | $7,885-93.8% | $6,735-92.7% | $11,409-95.7% |