Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $154,322 | $65,434+135.8% | $98,483+56.7% | $85,847+79.8% |
| Participation rate | 42.7% | 65.0%-22.3pp | 73.3%-30.7pp | 69.3%-26.6pp |
| Annual return | 13.62% | 21.75%-8.1pp | 1494.38%-1480.8pp | 318.61%-305.0pp |
| Employer contribution / active EE | $800 | $2,169-63.1% | $2,961-73.0% | $2,565-68.8% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $19,771 | $4,595+330.3% | $5,953+232.1% | $6,261+215.8% |