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 | $139,223 | $34,316+305.7% | $74,723+86.3% | $72,976+90.8% |
| Participation rate | 11.4% | 42.4%-31.0pp | 54.5%-43.0pp | 69.5%-58.1pp |
| Annual return | 22.76% | 26.58%-3.8pp | 753.18%-730.4pp | 81.02%-58.3pp |
| Employer contribution / active EE | $308 | $692-55.5% | $1,084-71.6% | $2,440-87.4% |
| Participant deferral / active EE | $1,328 | $1,272+4.5% | $1,962-32.3% | $3,608-63.2% |
| Admin fee / account holder | $997 | $2,125-53.1% | $3,335-70.1% | $5,124-80.6% |