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 | $80,543 | $56,116+43.5% | $135,768-40.7% | $86,983-7.4% |
| Participation rate | 25.3% | 60.1%-34.9pp | 71.1%-45.8pp | 69.5%-44.3pp |
| Annual return | 14.38% | 125.33%-110.9pp | 526.10%-511.7pp | 25.83%-11.4pp |
| Employer contribution / active EE | $656 | $1,528-57.0% | $3,394-80.7% | $2,584-74.6% |
| Participant deferral / active EE | $897 | $2,690-66.7% | $3,977-77.5% | $4,194-78.6% |
| Admin fee / account holder | $2,229 | $4,314-48.3% | $7,048-68.4% | $7,856-71.6% |