Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $159,605 | $108,285+47.4% | $77,552+105.8% | $158,982+0.4% |
| Participation rate | 12.5% | 64.4%-51.9pp | 54.2%-41.7pp | 82.0%-69.5pp |
| Annual return | 19.33% | 31.69%-12.4pp | 54.82%-35.5pp | 302.99%-283.7pp |
| Employer contribution / active EE | $549 | $1,325-58.6% | $987-44.3% | $4,763-88.5% |
| Participant deferral / active EE | $2,912 | $2,455+18.6% | $1,861+56.5% | $5,983-51.3% |
| Admin fee / account holder | $1,161 | $3,709-68.7% | $2,859-59.4% | $11,252-89.7% |