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 | $71,043 | $29,319+142.3% | $52,425+35.5% | $82,448-13.8% |
| Participation rate | 14.5% | 46.9%-32.4pp | 55.6%-41.1pp | 68.1%-53.6pp |
| Annual return | 19.40% | 535.20%-515.8pp | 302.12%-282.7pp | 41.64%-22.2pp |
| Employer contribution / active EE | $312 | $586-46.9% | $914-65.9% | $2,551-87.8% |
| Participant deferral / active EE | $947 | $1,171-19.2% | $1,790-47.1% | $4,139-77.1% |
| Admin fee / account holder | $2,003 | $1,962+2.1% | $2,495-19.7% | $7,234-72.3% |