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 | $93,686 | $45,043+108.0% | $85,063+10.1% | $74,400+25.9% |
| Participation rate | 32.1% | 49.4%-17.3pp | 67.5%-35.5pp | 67.2%-35.2pp |
| Annual return | 14.01% | 26.26%-12.2pp | 66.54%-52.5pp | 1367.51%-1353.5pp |
| Employer contribution / active EE | $1,023 | $1,458-29.8% | $2,727-62.5% | $2,624-61.0% |
| Participant deferral / active EE | $2,526 | $2,733-7.6% | $4,523-44.1% | $4,348-41.9% |
| Admin fee / account holder | $958 | $2,210-56.6% | $6,155-84.4% | $1,944-50.7% |