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 | $149,934 | $110,337+35.9% | $102,383+46.4% | $145,877+2.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 16.65% | 24.83%-8.2pp | 24.94%-8.3pp | 551.28%-534.6pp |
| Employer contribution / active EE | $2,345 | $4,216-44.4% | $3,870-39.4% | $4,663-49.7% |
| Participant deferral / active EE | $7,079 | $5,621+25.9% | $5,060+39.9% | $6,691+5.8% |
| Admin fee / account holder | $529 | $9,750-94.6% | $8,391-93.7% | $13,402-96.1% |