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 | $96,006 | $45,126+112.8% | $85,187+12.7% | $74,459+28.9% |
| Participation rate | 39.3% | 49.4%-10.1pp | 67.5%-28.3pp | 67.2%-28.0pp |
| Annual return | 11.49% | 26.30%-14.8pp | 66.67%-55.2pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $302 | $1,460-79.3% | $2,732-88.9% | $2,626-88.5% |
| Participant deferral / active EE | $1,956 | $2,738-28.6% | $4,525-56.8% | $4,350-55.0% |
| Admin fee / account holder | $23,636 | $2,212+968.6% | $6,162+283.6% | $1,945+1115.3% |