Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $76,165 | $29,670+156.7% | $56,054+35.9% | $80,911-5.9% |
| Participation rate | 10.2% | 41.7%-31.5pp | 52.5%-42.3pp | 67.6%-57.4pp |
| Annual return | 14.09% | 35.24%-21.1pp | 1705.95%-1691.9pp | 35.63%-21.5pp |
| Employer contribution / active EE | $261 | $670-61.1% | $1,039-74.9% | $2,756-90.5% |
| Participant deferral / active EE | $1,300 | $1,227+6.0% | $1,952-33.4% | $4,297-69.7% |
| Admin fee / account holder | $843 | $2,431-65.3% | $2,822-70.1% | $6,935-87.8% |