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 | $121,454 | $61,787+96.6% | $97,197+25.0% | $80,925+50.1% |
| Participation rate | 50.9% | 63.5%-12.5pp | 72.7%-21.7pp | 67.7%-16.7pp |
| Annual return | 16.45% | -558.16%+574.6pp | 75.47%-59.0pp | 35.65%-19.2pp |
| Employer contribution / active EE | $722 | $1,836-60.7% | $2,723-73.5% | $2,756-73.8% |
| Participant deferral / active EE | $1,837 | $3,027-39.3% | $4,263-56.9% | $4,299-57.3% |
| Admin fee / account holder | $4,398 | $5,170-14.9% | $5,637-22.0% | $6,940-36.6% |