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 | $100,967 | $58,828+71.6% | $78,002+29.4% | $62,881+60.6% |
| Participation rate | 54.7% | 71.1%-16.4pp | 75.5%-20.8pp | 69.3%-14.6pp |
| Annual return | 7.92% | 17.16%-9.2pp | 425.99%-418.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $496 | $1,672-70.3% | $2,470-79.9% | $2,281-78.3% |
| Participant deferral / active EE | $3,277 | $2,686+22.0% | $3,497-6.3% | $3,203+2.3% |
| Admin fee / account holder | $10,885 | $4,393+147.8% | $5,481+98.6% | $4,296+153.4% |