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 | $192,059 | $110,410+74.0% | $102,437+87.5% | $145,897+31.6% |
| Participation rate | 23.1% | 77.9%-54.9pp | 74.5%-51.4pp | 80.3%-57.2pp |
| Annual return | 11.72% | 24.85%-13.1pp | 24.95%-13.2pp | 552.29%-540.6pp |
| Employer contribution / active EE | $897 | $4,217-78.7% | $3,871-76.8% | $4,663-80.8% |
| Participant deferral / active EE | $2,431 | $5,622-56.8% | $5,060-52.0% | $6,689-63.7% |
| Admin fee / account holder | $41,014 | $9,745+320.9% | $8,388+389.0% | $13,390+206.3% |