Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $129,723 | $76,634+69.3% | $56,054+131.4% | $145,978-11.1% |
| Participation rate | 37.5% | 63.2%-25.7pp | 52.5%-15.0pp | 80.3%-42.8pp |
| Annual return | 14.30% | 3004.33%-2990.0pp | 1705.95%-1691.6pp | 550.52%-536.2pp |
| Employer contribution / active EE | $815 | $1,380-41.0% | $1,039-21.6% | $4,662-82.5% |
| Participant deferral / active EE | $869 | $2,622-66.9% | $1,952-55.5% | $6,690-87.0% |
| Admin fee / account holder | $925 | $3,321-72.1% | $2,822-67.2% | $13,400-93.1% |