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 | $70,654 | $24,618+187.0% | $71,585-1.3% | $82,637-14.5% |
| Participation rate | 28.6% | 68.2%-39.6pp | 68.2%-39.6pp | 68.1%-39.5pp |
| Annual return | 14.54% | 93.17%-78.6pp | 59.26%-44.7pp | 53.51%-39.0pp |
| Employer contribution / active EE | $571 | $852-32.9% | $1,669-65.8% | $2,552-77.6% |
| Participant deferral / active EE | $1,272 | $1,720-26.1% | $2,923-56.5% | $4,126-69.2% |
| Admin fee / account holder | $11,819 | $3,285+259.8% | $4,712+150.8% | $7,339+61.0% |