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 | $131,787 | $30,385+333.7% | $56,054+135.1% | $74,400+77.1% |
| Participation rate | 31.0% | 32.9%-1.9pp | 52.5%-21.5pp | 67.2%-36.2pp |
| Annual return | 18.79% | 24.92%-6.1pp | 1705.95%-1687.2pp | 1367.51%-1348.7pp |
| Employer contribution / active EE | $1,048 | $609+72.0% | $1,039+0.8% | $2,624-60.1% |
| Participant deferral / active EE | $1,899 | $1,174+61.8% | $1,952-2.7% | $4,348-56.3% |
| Admin fee / account holder | $3,618 | $2,361+53.3% | $2,822+28.2% | $1,944+86.2% |