Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $85,734 | $29,733+188.3% | $56,025+53.0% | $80,959+5.9% |
| Participation rate | 13.5% | 41.7%-28.2pp | 52.5%-39.0pp | 67.7%-54.2pp |
| Annual return | 11.41% | 35.28%-23.9pp | 1712.69%-1701.3pp | 35.67%-24.3pp |
| Employer contribution / active EE | $257 | $672-61.8% | $1,042-75.3% | $2,757-90.7% |
| Participant deferral / active EE | $1,365 | $1,229+11.0% | $1,955-30.2% | $4,300-68.3% |
| Admin fee / account holder | $1,388 | $2,434-43.0% | $2,828-50.9% | $6,925-80.0% |