Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $111,408 | $45,119+146.9% | $85,126+30.9% | $74,429+49.7% |
| Participation rate | 26.2% | 49.4%-23.1pp | 67.5%-41.3pp | 67.2%-41.0pp |
| Annual return | 12.38% | 26.28%-13.9pp | 66.63%-54.3pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $780 | $1,460-46.6% | $2,731-71.4% | $2,625-70.3% |
| Participant deferral / active EE | $1,844 | $2,738-32.7% | $4,523-59.2% | $4,348-57.6% |
| Admin fee / account holder | $13,618 | $2,214+515.1% | $6,160+121.1% | $1,944+600.4% |