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 | $164,512 | $113,338+45.2% | $94,993+73.2% | $147,585+11.5% |
| Participation rate | 16.7% | 78.0%-61.3pp | 73.9%-57.2pp | 82.8%-66.2pp |
| Annual return | 14.78% | 20.80%-6.0pp | 27.14%-12.4pp | 578.58%-563.8pp |
| Employer contribution / active EE | $949 | $3,160-70.0% | $2,603-63.6% | $4,876-80.5% |
| Participant deferral / active EE | $4,000 | $3,777+5.9% | $3,317+20.6% | $5,439-26.5% |
| Admin fee / account holder | $6,849 | $6,063+13.0% | $4,960+38.1% | $10,886-37.1% |