Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $65,201 | $67,823-3.9% | $52,425+24.4% | $137,256-52.5% |
| Participation rate | 14.3% | 63.9%-49.6pp | 55.6%-41.3pp | 80.0%-65.7pp |
| Annual return | 23.98% | 219.11%-195.1pp | 302.12%-278.1pp | 220.34%-196.4pp |
| Employer contribution / active EE | $491 | $1,163-57.8% | $914-46.3% | $4,156-88.2% |
| Participant deferral / active EE | $1,920 | $2,288-16.1% | $1,790+7.2% | $6,407-70.0% |
| Admin fee / account holder | $3,023 | $2,844+6.3% | $2,495+21.2% | $12,270-75.4% |