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 | $118,264 | $65,191+81.4% | $153,416-22.9% | $65,191+81.4% |
| Participation rate | 18.2% | 63.0%-44.8pp | 74.3%-56.1pp | 63.0%-44.8pp |
| Annual return | 16.33% | 51.24%-34.9pp | 17.84%-1.5pp | 51.24%-34.9pp |
| Employer contribution / active EE | $772 | $2,400-67.8% | $3,764-79.5% | $2,400-67.8% |
| Participant deferral / active EE | $1,019 | $2,671-61.9% | $4,723-78.4% | $2,671-61.9% |
| Admin fee / account holder | $7,716 | $907+750.8% | $13,095-41.1% | $907+750.8% |