Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $63,905 | $29,667+115.4% | $56,441+13.2% | $80,874-21.0% |
| Participation rate | 10.4% | 41.7%-31.2pp | 52.5%-42.0pp | 67.6%-57.2pp |
| Annual return | 14.26% | 35.22%-21.0pp | 1704.21%-1690.0pp | 35.62%-21.4pp |
| Employer contribution / active EE | $337 | $669-49.7% | $1,039-67.6% | $2,756-87.8% |
| Participant deferral / active EE | $662 | $1,227-46.0% | $1,953-66.1% | $4,297-84.6% |
| Admin fee / account holder | $2,272 | $2,429-6.5% | $2,829-19.7% | $6,935-67.2% |