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 | $158,584 | $41,151+285.4% | $80,648+96.6% | $71,529+121.7% |
| Participation rate | 11.7% | 50.2%-38.5pp | 67.0%-55.3pp | 67.9%-56.2pp |
| Annual return | 17.82% | 38.49%-20.7pp | 937.21%-919.4pp | 28.97%-11.2pp |
| Employer contribution / active EE | $493 | $1,513-67.4% | $2,724-81.9% | $2,590-81.0% |
| Participant deferral / active EE | $1,139 | $2,700-57.8% | $4,443-74.4% | $4,291-73.5% |
| Admin fee / account holder | $10,685 | $1,842+479.9% | $5,382+98.5% | $1,588+572.6% |