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 | $138,779 | $99,652+39.3% | $78,778+76.2% | $147,586-6.0% |
| Participation rate | 64.3% | 76.2%-11.9pp | 69.2%-4.9pp | 82.8%-18.5pp |
| Annual return | 16.22% | 47.28%-31.1pp | 35.62%-19.4pp | 578.59%-562.4pp |
| Employer contribution / active EE | $656 | $2,796-76.5% | $1,986-67.0% | $4,876-86.6% |
| Participant deferral / active EE | $2,772 | $3,664-24.3% | $2,958-6.3% | $5,439-49.0% |
| Admin fee / account holder | $1,792 | $7,155-75.0% | $5,134-65.1% | $10,886-83.5% |