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 | $79,807 | $29,716+168.6% | $56,077+42.3% | $80,925-1.4% |
| Participation rate | 12.2% | 41.7%-29.5pp | 52.5%-40.3pp | 67.7%-55.5pp |
| Annual return | 16.76% | 35.30%-18.5pp | 1709.28%-1692.5pp | 35.65%-18.9pp |
| Employer contribution / active EE | $280 | $671-58.2% | $1,040-73.0% | $2,756-89.8% |
| Participant deferral / active EE | $491 | $1,228-60.0% | $1,954-74.8% | $4,299-88.6% |
| Admin fee / account holder | $2,304 | $2,432-5.3% | $2,825-18.4% | $6,940-66.8% |