Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $40,454 | $49,896-18.9% | $80,627-49.8% | $75,173-46.2% |
| Participation rate | 46.4% | 55.3%-8.9pp | 67.0%-20.6pp | 67.2%-20.8pp |
| Annual return | 19.81% | 34.67%-14.9pp | 936.76%-917.0pp | 160.72%-140.9pp |
| Employer contribution / active EE | $1,187 | $1,699-30.1% | $2,723-56.4% | $2,671-55.5% |
| Participant deferral / active EE | $3,787 | $2,992+26.6% | $4,443-14.8% | $4,126-8.2% |
| Admin fee / account holder | $678 | $3,578-81.1% | $5,381-87.4% | $5,651-88.0% |