Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $126,863 | $62,409+103.3% | $120,574+5.2% | $74,459+70.4% |
| Participation rate | 38.6% | 56.8%-18.2pp | 71.9%-33.3pp | 67.2%-28.6pp |
| Annual return | 12.69% | 18.62%-5.9pp | 107.42%-94.7pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $824 | $1,847-55.4% | $3,471-76.2% | $2,626-68.6% |
| Participant deferral / active EE | $2,036 | $2,888-29.5% | $4,996-59.3% | $4,350-53.2% |
| Admin fee / account holder | $2,503 | $2,394+4.6% | $9,445-73.5% | $1,945+28.7% |