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 | $135,822 | $56,063+142.3% | $76,051+78.6% | $80,911+67.9% |
| Participation rate | 37.8% | 62.0%-24.2pp | 69.1%-31.2pp | 67.6%-29.8pp |
| Annual return | 12.59% | 20.54%-8.0pp | 360.42%-347.8pp | 35.63%-23.0pp |
| Employer contribution / active EE | $638 | $1,874-66.0% | $2,690-76.3% | $2,756-76.9% |
| Participant deferral / active EE | $2,372 | $3,052-22.3% | $4,257-44.3% | $4,297-44.8% |
| Admin fee / account holder | $28,991 | $5,240+453.3% | $6,416+351.8% | $6,935+318.1% |