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 | $75,137 | $29,670+153.2% | $56,054+34.0% | $80,911-7.1% |
| Participation rate | 4.9% | 41.7%-36.8pp | 52.5%-47.6pp | 67.6%-62.8pp |
| Annual return | 15.43% | 35.24%-19.8pp | 1705.95%-1690.5pp | 35.63%-20.2pp |
| Employer contribution / active EE | $293 | $670-56.3% | $1,039-71.8% | $2,756-89.4% |
| Participant deferral / active EE | $2,351 | $1,227+91.6% | $1,952+20.4% | $4,297-45.3% |
| Admin fee / account holder | $2,903 | $2,431+19.4% | $2,822+2.8% | $6,935-58.1% |