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 | $240,448 | $117,895+104.0% | $102,460+134.7% | $145,897+64.8% |
| Participation rate | 29.4% | 78.6%-49.2pp | 76.5%-47.1pp | 80.3%-50.9pp |
| Annual return | 14.29% | 31.92%-17.6pp | 29.47%-15.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,542 | $3,619-57.4% | $3,025-49.0% | $4,663-66.9% |
| Participant deferral / active EE | $3,154 | $5,736-45.0% | $5,056-37.6% | $6,689-52.8% |
| Admin fee / account holder | $2,017 | $13,353-84.9% | $9,460-78.7% | $13,390-84.9% |