Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $68,214 | $29,319+132.7% | $52,425+30.1% | $82,448-17.3% |
| Participation rate | 31.6% | 46.9%-15.3pp | 55.6%-24.0pp | 68.1%-36.5pp |
| Annual return | 24.92% | 535.20%-510.3pp | 302.12%-277.2pp | 41.64%-16.7pp |
| Employer contribution / active EE | $587 | $586+0.1% | $914-35.8% | $2,551-77.0% |
| Participant deferral / active EE | $1,904 | $1,171+62.6% | $1,790+6.4% | $4,139-54.0% |
| Admin fee / account holder | $1,882 | $1,962-4.1% | $2,495-24.6% | $7,234-74.0% |